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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 | $594,432 | $175,259+239.2% | $149,723+297.0% | $139,487+326.2% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 18.65% | 166.82%-148.2pp | 134.50%-115.9pp | 373.84%-355.2pp |
| Employer contribution / active EE | $27,204 | $5,478+396.6% | $4,821+464.3% | $4,755+472.2% |
| Participant deferral / active EE | $18,292 | $6,522+180.5% | $5,682+221.9% | $6,713+172.5% |
| Admin fee / account holder | $6,007 | $16,158-62.8% | $13,215-54.5% | $11,407-47.3% |