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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 | $361,097 | $183,592+96.7% | $155,567+132.1% | $145,959+147.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.72% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $17,630 | $5,315+231.7% | $4,674+277.2% | $4,661+278.3% |
| Participant deferral / active EE | $11,246 | $6,464+74.0% | $5,628+99.8% | $6,689+68.1% |
| Admin fee / account holder | $127,386 | $19,318+559.4% | $15,916+700.3% | $13,398+850.8% |