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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 | $677,007 | $172,111+293.4% | $150,298+350.4% | $137,256+393.2% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 18.57% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $30,236 | $4,636+552.2% | $4,154+627.9% | $4,156+627.5% |
| Participant deferral / active EE | $18,650 | $6,166+202.5% | $5,453+242.0% | $6,407+191.1% |
| Admin fee / account holder | $5,582 | $16,471-66.1% | $14,116-60.5% | $12,270-54.5% |