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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 | $516,615 | $103,393+399.7% | $87,103+493.1% | $152,909+237.9% |
| Participation rate | 92.3% | 79.4%+13.0pp | 76.9%+15.4pp | 82.5%+9.9pp |
| Annual return | 20.39% | 28.10%-7.7pp | 28.19%-7.8pp | 345.46%-325.1pp |
| Employer contribution / active EE | $11,107 | $3,221+244.8% | $2,521+340.5% | $4,764+133.2% |
| Participant deferral / active EE | $11,757 | $4,778+146.1% | $4,049+190.4% | $5,851+100.9% |
| Admin fee / account holder | $18,998 | $12,195+55.8% | $7,491+153.6% | $11,601+63.8% |