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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 | $643,077 | $201,344+219.4% | $184,243+249.0% | $145,877+340.8% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.3pp |
| Annual return | 20.90% | 29.01%-8.1pp | 28.82%-7.9pp | 551.28%-530.4pp |
| Employer contribution / active EE | $22,215 | $7,022+216.3% | $6,427+245.7% | $4,663+376.4% |
| Participant deferral / active EE | $22,697 | $9,807+131.4% | $9,132+148.5% | $6,691+239.2% |
| Admin fee / account holder | $57,915 | $16,382+253.5% | $13,914+316.3% | $13,402+332.1% |