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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 | $548,774 | $125,797+336.2% | $170,057+222.7% | $75,177+630.0% |
| Participation rate | 89.6% | 83.6%+6.0pp | 87.0%+2.6pp | 67.2%+22.4pp |
| Annual return | 20.74% | 27.20%-6.5pp | 53.42%-32.7pp | 160.75%-140.0pp |
| Employer contribution / active EE | $57,426 | $4,616+1144.0% | $6,790+745.7% | $2,671+2049.9% |
| Participant deferral / active EE | $24,229 | $6,838+254.3% | $10,411+132.7% | $4,126+487.2% |
| Admin fee / account holder | $7,154 | $8,177-12.5% | $12,826-44.2% | $5,651+26.6% |