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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 | $530,320 | $102,595+416.9% | $94,057+463.8% | $154,746+242.7% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 17.91% | 583.42%-565.5pp | 480.62%-462.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $4,546 | $3,147+44.4% | $2,933+55.0% | $4,379+3.8% |
| Participant deferral / active EE | $13,491 | $5,118+163.6% | $4,709+186.5% | $6,730+100.4% |
| Admin fee / account holder | $12,008 | $7,736+55.2% | $7,244+65.8% | $14,365-16.4% |