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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 | $547,224 | $137,414+298.2% | $189,545+188.7% | $85,851+537.4% |
| Participation rate | 92.5% | 84.6%+7.9pp | 87.8%+4.7pp | 69.3%+23.2pp |
| Annual return | 16.09% | 38.14%-22.1pp | 555.36%-539.3pp | 318.63%-302.5pp |
| Employer contribution / active EE | $12,083 | $4,344+178.1% | $6,162+96.1% | $2,565+371.0% |
| Participant deferral / active EE | $10,579 | $6,260+69.0% | $8,220+28.7% | $3,952+167.7% |
| Admin fee / account holder | $5,054 | $8,630-41.4% | $12,049-58.1% | $6,261-19.3% |