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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 | $992,524 | $183,539+440.8% | $155,556+538.0% | $145,897+580.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 18.61% | 61.31%-42.7pp | 64.84%-46.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $29,029 | $5,315+446.1% | $4,675+520.9% | $4,663+522.6% |
| Participant deferral / active EE | $15,563 | $6,467+140.6% | $5,631+176.4% | $6,689+132.6% |
| Admin fee / account holder | $3,212 | $19,275-83.3% | $15,885-79.8% | $13,390-76.0% |