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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 | $581,261 | $137,414+323.0% | $189,537+206.7% | $85,847+577.1% |
| Participation rate | 97.7% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | 12.34% | 38.14%-25.8pp | 555.34%-543.0pp | 318.61%-306.3pp |
| Employer contribution / active EE | $30,880 | $4,344+610.8% | $6,161+401.2% | $2,565+1103.7% |
| Participant deferral / active EE | $19,213 | $6,260+206.9% | $8,220+133.7% | $3,952+386.1% |
| Admin fee / account holder | $527 | $8,630-93.9% | $12,048-95.6% | $6,261-91.6% |