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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 | $525,063 | $160,070+228.0% | $147,117+256.9% | $145,897+259.9% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 18.00% | 98.69%-80.7pp | 420.54%-402.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $8,972 | $5,285+69.8% | $4,932+81.9% | $4,663+92.4% |
| Participant deferral / active EE | $15,648 | $8,419+85.9% | $8,065+94.0% | $6,689+133.9% |
| Admin fee / account holder | $7,083 | $15,035-52.9% | $12,993-45.5% | $13,390-47.1% |