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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 | $991,197 | $227,399+335.9% | $189,758+422.3% | $198,609+399.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 79.8%+13.1pp | 82.4%+10.5pp |
| Annual return | 15.56% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $28,968 | $5,526+424.2% | $4,767+507.7% | $5,055+473.0% |
| Participant deferral / active EE | $21,179 | $6,837+209.8% | $5,856+261.7% | $6,977+203.6% |
| Admin fee / account holder | $7,510 | $25,162-70.2% | $20,388-63.2% | $19,030-60.5% |