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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 | $764,172 | $98,760+673.8% | $149,715+410.4% | $79,858+856.9% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.5pp |
| Annual return | 20.32% | 27.43%-7.1pp | 276.66%-256.3pp | 31.72%-11.4pp |
| Employer contribution / active EE | $9,320 | $3,217+189.7% | $4,645+100.7% | $2,471+277.2% |
| Participant deferral / active EE | $6,139 | $5,681+8.1% | $6,842-10.3% | $3,740+64.1% |
| Admin fee / account holder | $8,739 | $6,053+44.4% | $9,310-6.1% | $5,306+64.7% |