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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 | $183,516+440.8% | $155,534+538.1% | $145,884+580.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 18.61% | 61.43%-42.8pp | 64.92%-46.3pp | 551.85%-533.2pp |
| Employer contribution / active EE | $29,029 | $5,315+446.2% | $4,675+521.0% | $4,662+522.6% |
| Participant deferral / active EE | $15,563 | $6,467+140.7% | $5,630+176.4% | $6,690+132.6% |
| Admin fee / account holder | $3,212 | $19,293-83.4% | $15,900-79.8% | $13,392-76.0% |