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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 | $482,003 | $86,294+458.6% | $111,303+333.1% | $85,856+461.4% |
| Participation rate | 89.7% | 73.3%+16.3pp | 77.3%+12.3pp | 69.3%+20.3pp |
| Annual return | 18.75% | 19.99%-1.2pp | 54.66%-35.9pp | 318.58%-299.8pp |
| Employer contribution / active EE | $7,838 | $2,043+283.6% | $2,731+187.0% | $2,565+205.6% |
| Participant deferral / active EE | $5,064 | $3,641+39.1% | $4,487+12.8% | $3,952+28.1% |
| Admin fee / account holder | $4,956 | $8,189-39.5% | $7,966-37.8% | $6,261-20.8% |