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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 | $995,089 | $226,135+340.0% | $182,558+445.1% | $152,909+550.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | 22.17% | 192.60%-170.4pp | 148.59%-126.4pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,813 | $4,979-63.6% | $4,076-55.5% | $4,764-61.9% |
| Participant deferral / active EE | $1,911 | $6,371-70.0% | $5,526-65.4% | $5,851-67.3% |
| Admin fee / account holder | $7,309 | $10,707-31.7% | $8,594-15.0% | $11,601-37.0% |