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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 | $501,198 | $125,190+300.4% | $105,624+374.5% | $145,897+243.5% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.0pp |
| Annual return | 33.11% | 225.22%-192.1pp | 116.20%-83.1pp | 552.29%-519.2pp |
| Employer contribution / active EE | $3,551 | $3,720-4.6% | $3,168+12.1% | $4,663-23.8% |
| Participant deferral / active EE | $17,910 | $5,716+213.3% | $5,013+257.3% | $6,689+167.7% |
| Admin fee / account holder | $687 | $17,138-96.0% | $10,961-93.7% | $13,390-94.9% |