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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 | $276,013 | $85,766+221.8% | $136,298+102.5% | $70,126+293.6% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 19.19% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $8,590 | $2,966+189.6% | $4,696+82.9% | $2,343+266.7% |
| Participant deferral / active EE | $9,300 | $5,051+84.1% | $6,247+48.9% | $3,332+179.1% |
| Admin fee / account holder | $6,418 | $5,421+18.4% | $9,244-30.6% | $4,645+38.1% |