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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 | $386,066 | $107,353+259.6% | $92,903+315.6% | $152,885+152.5% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 25.91% | 145.62%-119.7pp | 109.43%-83.5pp | 345.39%-319.5pp |
| Employer contribution / active EE | $21,822 | $4,222+416.9% | $3,653+497.3% | $4,763+358.1% |
| Participant deferral / active EE | $7,603 | $4,848+56.8% | $4,238+79.4% | $5,851+30.0% |
| Admin fee / account holder | $34,131 | $7,081+382.0% | $5,795+489.0% | $11,598+194.3% |