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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 | $572,618 | $91,536+525.6% | $130,062+340.3% | $75,177+661.7% |
| Participation rate | 90.3% | 71.5%+18.9pp | 78.5%+11.8pp | 67.2%+23.1pp |
| Annual return | 24.32% | -631.62%+655.9pp | -137.37%+161.7pp | 160.75%-136.4pp |
| Employer contribution / active EE | $6,476 | $2,845+127.6% | $4,322+49.8% | $2,671+142.4% |
| Participant deferral / active EE | $8,908 | $4,343+105.1% | $5,821+53.0% | $4,126+115.9% |
| Admin fee / account holder | $9,828 | $6,780+45.0% | $10,601-7.3% | $5,651+73.9% |