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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 | $576,176 | $148,623+287.7% | $135,974+323.7% | $139,466+313.1% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 17.33% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,767 | $5,246-66.3% | $4,859-63.6% | $4,754-62.8% |
| Participant deferral / active EE | $9,092 | $8,103+12.2% | $7,760+17.2% | $6,712+35.5% |
| Admin fee / account holder | $49,936 | $12,406+302.5% | $10,767+363.8% | $11,409+337.7% |