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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 | $643,077 | $201,259+219.5% | $184,200+249.1% | $145,959+340.6% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 20.90% | 28.98%-8.1pp | 28.80%-7.9pp | 561.95%-541.0pp |
| Employer contribution / active EE | $22,215 | $7,018+216.5% | $6,424+245.8% | $4,661+376.6% |
| Participant deferral / active EE | $22,697 | $9,806+131.5% | $9,132+148.5% | $6,689+239.3% |
| Admin fee / account holder | $57,915 | $16,372+253.7% | $13,907+316.4% | $13,398+332.3% |