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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 | $538,916 | $72,071+647.8% | $68,368+688.3% | $137,256+292.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 18.62% | 353.14%-334.5pp | 292.57%-274.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $6,285 | $2,788+125.4% | $2,649+137.3% | $4,156+51.2% |
| Participant deferral / active EE | $10,361 | $4,410+134.9% | $4,123+151.3% | $6,407+61.7% |
| Admin fee / account holder | $2,398 | $5,336-55.1% | $5,150-53.4% | $12,270-80.5% |