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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 | $792,997 | $109,967+621.1% | $97,197+715.9% | $145,877+443.6% |
| Participation rate | 90.9% | 76.0%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 19.29% | 244.27%-225.0pp | 75.47%-56.2pp | 551.28%-532.0pp |
| Employer contribution / active EE | $10,359 | $3,077+236.7% | $2,723+280.4% | $4,663+122.1% |
| Participant deferral / active EE | $12,504 | $4,676+167.4% | $4,263+193.3% | $6,691+86.9% |
| Admin fee / account holder | $6,251 | $6,199+0.8% | $5,637+10.9% | $13,402-53.4% |