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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 | $607,648 | $105,200+477.6% | $159,474+281.0% | $85,847+607.8% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.8%+7.5pp | 69.3%+21.0pp |
| Annual return | 23.70% | 45.08%-21.4pp | 263.68%-240.0pp | 318.61%-294.9pp |
| Employer contribution / active EE | $12,471 | $3,319+275.8% | $4,831+158.2% | $2,565+386.1% |
| Participant deferral / active EE | $6,094 | $5,946+2.5% | $7,353-17.1% | $3,952+54.2% |
| Admin fee / account holder | $6,980 | $6,934+0.7% | $10,802-35.4% | $6,261+11.5% |