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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 | $181,062+447.4% | $158,223+526.5% | $155,188+538.7% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 15.56% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.3pp |
| Employer contribution / active EE | $28,968 | $4,565+534.6% | $4,109+605.0% | $4,248+581.9% |
| Participant deferral / active EE | $21,179 | $6,134+245.2% | $5,467+287.4% | $6,531+224.3% |
| Admin fee / account holder | $7,510 | $18,825-60.1% | $16,047-53.2% | $14,480-48.1% |