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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 | $183,539+96.7% | $155,556+132.1% | $145,897+147.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.72% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $17,630 | $5,315+231.7% | $4,675+277.1% | $4,663+278.1% |
| Participant deferral / active EE | $11,246 | $6,467+73.9% | $5,631+99.7% | $6,689+68.1% |
| Admin fee / account holder | $127,386 | $19,275+560.9% | $15,885+701.9% | $13,390+851.3% |