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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 | $108,911+706.2% | $100,392+774.6% | $145,884+501.9% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 14.15% | 58.23%-44.1pp | 49.45%-35.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $16,062 | $4,420+263.4% | $3,941+307.5% | $4,662+244.5% |
| Participant deferral / active EE | $16,998 | $8,459+101.0% | $8,090+110.1% | $6,690+154.1% |
| Admin fee / account holder | $15,434 | $9,698+59.1% | $7,904+95.3% | $13,392+15.3% |