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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 | $455,330 | $124,346+266.2% | $111,306+309.1% | $167,553+171.8% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 19.14% | 37.46%-18.3pp | 54.67%-35.5pp | 478.89%-459.7pp |
| Employer contribution / active EE | $6,152 | $3,438+79.0% | $2,732+125.2% | $4,840+27.1% |
| Participant deferral / active EE | $17,360 | $5,182+235.0% | $4,488+286.9% | $6,343+173.7% |
| Admin fee / account holder | $36,816 | $10,623+246.6% | $7,966+362.2% | $12,316+198.9% |