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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 | $878,032 | $108,942+706.0% | $100,415+774.4% | $145,897+501.8% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.3pp | 80.3%+12.6pp |
| Annual return | 14.15% | 58.27%-44.1pp | 49.47%-35.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $16,062 | $4,422+263.2% | $3,943+307.4% | $4,663+244.5% |
| Participant deferral / active EE | $16,998 | $8,461+100.9% | $8,091+110.1% | $6,689+154.1% |
| Admin fee / account holder | $15,434 | $9,702+59.1% | $7,906+95.2% | $13,390+15.3% |