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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 | $690,773 | $129,737+432.4% | $119,126+479.9% | $154,746+346.4% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 12.17% | 379.08%-366.9pp | 282.11%-269.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $10,786 | $4,375+146.5% | $4,034+167.4% | $4,379+146.3% |
| Participant deferral / active EE | $5,178 | $5,842-11.4% | $5,318-2.6% | $6,730-23.1% |
| Admin fee / account holder | $279,634 | $11,961+2237.9% | $10,693+2515.1% | $14,365+1846.6% |