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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 | $308,011 | $72,071+327.4% | $68,368+350.5% | $137,256+124.4% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.0%+15.5pp |
| Annual return | 15.29% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $17,489 | $2,788+527.3% | $2,649+560.2% | $4,156+320.8% |
| Participant deferral / active EE | $6,395 | $4,410+45.0% | $4,123+55.1% | $6,407-0.2% |
| Admin fee / account holder | $3,092 | $5,336-42.1% | $5,150-40.0% | $12,270-74.8% |