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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 | $572,549 | $175,259+226.7% | $149,723+282.4% | $139,487+310.5% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 22.06% | 166.82%-144.8pp | 134.50%-112.4pp | 373.84%-351.8pp |
| Employer contribution / active EE | $14,818 | $5,478+170.5% | $4,821+207.3% | $4,755+211.6% |
| Participant deferral / active EE | $7,917 | $6,522+21.4% | $5,682+39.3% | $6,713+17.9% |
| Admin fee / account holder | $7,129 | $16,158-55.9% | $13,215-46.1% | $11,407-37.5% |