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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 | $260,035 | $162,529+60.0% | $130,788+98.8% | $154,746+68.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 20.59% | 510.48%-489.9pp | 386.44%-365.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $15,557 | $4,447+249.8% | $3,558+337.2% | $4,379+255.3% |
| Participant deferral / active EE | $8,873 | $4,808+84.5% | $4,137+114.5% | $6,730+31.8% |
| Admin fee / account holder | $7,886 | $7,669+2.8% | $6,673+18.2% | $14,365-45.1% |