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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 | $572,160 | $144,130+297.0% | $117,861+385.5% | $147,586+287.7% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 14.65% | 531.20%-516.5pp | 335.11%-320.5pp | 578.59%-563.9pp |
| Employer contribution / active EE | $7,510 | $4,897+53.4% | $3,786+98.4% | $4,876+54.0% |
| Participant deferral / active EE | $11,465 | $5,316+115.6% | $4,482+155.8% | $5,439+110.8% |
| Admin fee / account holder | $7,780 | $10,887-28.5% | $8,021-3.0% | $10,886-28.5% |