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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 | $492,741 | $166,131+196.6% | $164,975+198.7% | $145,877+237.8% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 13.77% | 100.37%-86.6pp | 70.12%-56.3pp | 551.28%-537.5pp |
| Employer contribution / active EE | $17,517 | $5,276+232.0% | $4,343+303.4% | $4,663+275.7% |
| Participant deferral / active EE | $15,082 | $6,962+116.6% | $6,033+150.0% | $6,691+125.4% |
| Admin fee / account holder | $22,257 | $16,648+33.7% | $12,688+75.4% | $13,402+66.1% |