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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 | $404,025 | $98,776+309.0% | $149,745+169.8% | $79,856+405.9% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 19.39% | 27.38%-8.0pp | 276.72%-257.3pp | 31.71%-12.3pp |
| Employer contribution / active EE | $14,374 | $3,217+346.8% | $4,646+209.4% | $2,471+481.7% |
| Participant deferral / active EE | $12,907 | $5,681+127.2% | $6,843+88.6% | $3,741+245.1% |
| Admin fee / account holder | $2,225 | $6,053-63.2% | $9,312-76.1% | $5,306-58.1% |