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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 | $211,224+167.0% | $178,505+216.0% | $145,897+286.6% |
| Participation rate | 92.9% | 80.8%+12.0pp | 77.1%+15.7pp | 80.3%+12.6pp |
| Annual return | 16.64% | 30.28%-13.6pp | 27.16%-10.5pp | 552.29%-535.6pp |
| Employer contribution / active EE | $16,232 | $4,577+254.7% | $3,955+310.4% | $4,663+248.1% |
| Participant deferral / active EE | $6,862 | $6,966-1.5% | $6,280+9.3% | $6,689+2.6% |
| Admin fee / account holder | $1,889 | $12,109-84.4% | $10,428-81.9% | $13,390-85.9% |