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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 | $577,852 | $98,760+485.1% | $149,710+286.0% | $79,860+623.6% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 15.14% | 27.43%-12.3pp | 276.63%-261.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $16,530 | $3,217+413.9% | $4,645+255.9% | $2,471+569.0% |
| Participant deferral / active EE | $10,614 | $5,681+86.8% | $6,842+55.1% | $3,740+183.8% |
| Admin fee / account holder | $8,702 | $6,053+43.8% | $9,309-6.5% | $5,306+64.0% |