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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 | $111,535+296.3% | $105,223+320.1% | $137,256+222.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 14.43% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $21,651 | $3,939+449.6% | $3,689+487.0% | $4,156+420.9% |
| Participant deferral / active EE | $10,380 | $5,500+88.7% | $5,072+104.7% | $6,407+62.0% |
| Admin fee / account holder | $38,133 | $9,721+292.3% | $8,859+330.5% | $12,270+210.8% |