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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 | $377,440 | $101,795+270.8% | $165,100+128.6% | $80,959+366.2% |
| Participation rate | 90.3% | 71.8%+18.5pp | 78.6%+11.7pp | 67.7%+22.7pp |
| Annual return | 95.25% | 16.73%+78.5pp | 70.21%+25.0pp | 35.67%+59.6pp |
| Employer contribution / active EE | $1,555 | $2,954-47.3% | $4,348-64.2% | $2,757-43.6% |
| Participant deferral / active EE | $11,427 | $4,476+155.3% | $6,035+89.3% | $4,300+165.7% |
| Admin fee / account holder | $7,454 | $8,221-9.3% | $12,696-41.3% | $6,925+7.6% |