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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 | $508,671 | $106,247+378.8% | $96,515+427.0% | $139,466+264.7% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 15.70% | 38.47%-22.8pp | 35.73%-20.0pp | 373.66%-358.0pp |
| Employer contribution / active EE | $10,566 | $4,106+157.3% | $3,740+182.6% | $4,754+122.3% |
| Participant deferral / active EE | $11,227 | $5,456+105.8% | $4,880+130.1% | $6,712+67.3% |
| Admin fee / account holder | $12,028 | $7,885+52.5% | $6,735+78.6% | $11,409+5.4% |