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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 | $882,875 | $217,432+306.0% | $185,851+375.0% | $167,553+426.9% |
| Participation rate | 93.3% | 86.1%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 12.18% | 148.43%-136.3pp | 122.11%-109.9pp | 478.89%-466.7pp |
| Employer contribution / active EE | $8,953 | $5,874+52.4% | $5,168+73.2% | $4,840+85.0% |
| Participant deferral / active EE | $13,422 | $6,357+111.1% | $5,569+141.0% | $6,343+111.6% |
| Admin fee / account holder | $542 | $19,820-97.3% | $16,245-96.7% | $12,316-95.6% |