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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 | $571,277 | $138,385+312.8% | $184,243+210.1% | $80,925+605.9% |
| Participation rate | 90.3% | 83.9%+6.4pp | 86.8%+3.5pp | 67.7%+22.7pp |
| Annual return | 242.44% | 20.02%+222.4pp | 28.82%+213.6pp | 35.65%+206.8pp |
| Employer contribution / active EE | $4,083 | $4,851-15.8% | $6,427-36.5% | $2,756+48.2% |
| Participant deferral / active EE | $7,692 | $7,075+8.7% | $9,132-15.8% | $4,299+78.9% |
| Admin fee / account holder | $1,210 | $10,489-88.5% | $13,914-91.3% | $6,940-82.6% |