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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 | $102,595+200.2% | $94,057+227.5% | $154,746+99.0% |
| Participation rate | 95.5% | 76.0%+19.5pp | 73.3%+22.1pp | 80.7%+14.8pp |
| Annual return | 15.29% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $17,489 | $3,147+455.7% | $2,933+496.3% | $4,379+299.4% |
| Participant deferral / active EE | $6,395 | $5,118+24.9% | $4,709+35.8% | $6,730-5.0% |
| Admin fee / account holder | $3,092 | $7,736-60.0% | $7,244-57.3% | $14,365-78.5% |