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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 | $787,119 | $157,296+400.4% | $141,191+457.5% | $152,897+414.8% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 25.36% | 64.34%-39.0pp | 71.41%-46.0pp | 345.43%-320.1pp |
| Employer contribution / active EE | $9,270 | $5,262+76.2% | $4,736+95.7% | $4,764+94.6% |
| Participant deferral / active EE | $9,950 | $7,111+39.9% | $6,710+48.3% | $5,851+70.1% |
| Admin fee / account holder | $42,048 | $12,125+246.8% | $10,264+309.7% | $11,599+262.5% |