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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 | $564,049 | $211,239+167.0% | $178,528+215.9% | $145,877+286.7% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 16.64% | 30.22%-13.6pp | 27.11%-10.5pp | 551.28%-534.6pp |
| Employer contribution / active EE | $16,232 | $4,570+255.2% | $3,950+310.9% | $4,663+248.1% |
| Participant deferral / active EE | $6,862 | $6,963-1.4% | $6,278+9.3% | $6,691+2.6% |
| Admin fee / account holder | $1,889 | $12,095-84.4% | $10,419-81.9% | $13,402-85.9% |