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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 | $442,022 | $129,737+240.7% | $119,126+271.1% | $154,746+185.6% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 14.43% | 379.08%-364.6pp | 282.11%-267.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $21,651 | $4,375+394.9% | $4,034+436.8% | $4,379+394.4% |
| Participant deferral / active EE | $10,380 | $5,842+77.7% | $5,318+95.2% | $6,730+54.2% |
| Admin fee / account holder | $38,133 | $11,961+218.8% | $10,693+256.6% | $14,365+165.5% |