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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 | $185,312+434.9% | $161,489+513.8% | $154,746+540.5% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 15.56% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $28,968 | $4,769+507.4% | $4,268+578.7% | $4,379+561.5% |
| Participant deferral / active EE | $21,179 | $6,350+233.5% | $5,630+276.2% | $6,730+214.7% |
| Admin fee / account holder | $7,510 | $18,654-59.7% | $16,006-53.1% | $14,365-47.7% |