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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 | $425,259 | $134,817+215.4% | $123,973+243.0% | $155,188+174.0% |
| Participation rate | 93.8% | 79.4%+14.4pp | 76.7%+17.1pp | 80.8%+12.9pp |
| Annual return | 16.73% | 515.49%-498.8pp | 388.13%-371.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $17,526 | $4,425+296.1% | $4,126+324.8% | $4,248+312.6% |
| Participant deferral / active EE | $4,735 | $5,706-17.0% | $5,247-9.8% | $6,531-27.5% |
| Admin fee / account holder | $27,263 | $13,245+105.8% | $11,799+131.1% | $14,480+88.3% |