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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 | $512,864 | $201,344+154.7% | $184,243+178.4% | $145,877+251.6% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 18.77% | 29.01%-10.2pp | 28.82%-10.1pp | 551.28%-532.5pp |
| Employer contribution / active EE | $15,504 | $7,022+120.8% | $6,427+141.2% | $4,663+232.5% |
| Participant deferral / active EE | $17,127 | $9,807+74.6% | $9,132+87.5% | $6,691+156.0% |
| Admin fee / account holder | $101,203 | $16,382+517.8% | $13,914+627.4% | $13,402+655.1% |