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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 | $266,180 | $72,071+269.3% | $68,368+289.3% | $137,256+93.9% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 22.14% | 353.14%-331.0pp | 292.57%-270.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $11,104 | $2,788+298.3% | $2,649+319.2% | $4,156+167.2% |
| Participant deferral / active EE | $7,458 | $4,410+69.1% | $4,123+80.9% | $6,407+16.4% |
| Admin fee / account holder | $983 | $5,336-81.6% | $5,150-80.9% | $12,270-92.0% |