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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 | $928,977 | $165,361+461.8% | $149,715+520.5% | $158,950+484.4% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 25.11% | 348.24%-323.1pp | 276.66%-251.6pp | 302.91%-277.8pp |
| Employer contribution / active EE | $3,074 | $5,103-39.8% | $4,645-33.8% | $4,762-35.4% |
| Participant deferral / active EE | $16,591 | $7,182+131.0% | $6,842+142.5% | $5,983+177.3% |
| Admin fee / account holder | $1,180 | $10,808-89.1% | $9,310-87.3% | $11,248-89.5% |