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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $662,929 | $172,111+285.2% | $150,298+341.1% | $137,256+383.0% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 13.05% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $27,364 | $4,636+490.2% | $4,154+558.7% | $4,156+558.4% |
| Participant deferral / active EE | $20,649 | $6,166+234.9% | $5,453+278.7% | $6,407+222.3% |
| Admin fee / account holder | $944 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |