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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 | $893,715 | $209,425+326.7% | $178,499+400.7% | $158,966+462.2% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.06% | 188.80%-171.7pp | 151.10%-134.0pp | 302.95%-285.9pp |
| Employer contribution / active EE | $36,447 | $5,707+538.6% | $5,011+627.3% | $4,762+665.3% |
| Participant deferral / active EE | $21,527 | $5,955+261.5% | $5,202+313.8% | $5,983+259.8% |
| Admin fee / account holder | $36,134 | $17,078+111.6% | $13,986+158.4% | $11,250+221.2% |