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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 | $294,560 | $63,346+365.0% | $92,240+219.3% | $70,126+320.0% |
| Participation rate | 97.2% | 68.7%+28.6pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 15.59% | 530.19%-514.6pp | 176.29%-160.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $8,318 | $2,471+236.6% | $3,680+126.1% | $2,343+255.1% |
| Participant deferral / active EE | $10,258 | $2,854+259.5% | $3,897+163.2% | $3,332+207.9% |
| Admin fee / account holder | $9,324 | $3,841+142.8% | $5,194+79.5% | $4,645+100.7% |