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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 | $670,970 | $102,065+557.4% | $453,569+47.9% | $85,847+681.6% |
| Participation rate | 95.5% | 72.4%+23.1pp | 78.0%+17.4pp | 69.3%+26.1pp |
| Annual return | 35.43% | 25.44%+10.0pp | 64.43%-29.0pp | 318.61%-283.2pp |
| Employer contribution / active EE | $6,952 | $2,852+143.8% | $4,072+70.7% | $2,565+171.0% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,609 | $5,717+155.6% | $11,214+30.3% | $6,261+133.3% |