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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 | $555,388 | $168,635+229.3% | $147,617+276.2% | $125,389+342.9% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | 2.26% | 77.65%-75.4pp | 61.98%-59.7pp | 282.24%-280.0pp |
| Employer contribution / active EE | $25,837 | $6,252+313.2% | $5,564+364.3% | $4,866+431.0% |
| Participant deferral / active EE | $19,153 | $5,507+247.8% | $4,895+291.3% | $5,352+257.9% |
| Admin fee / account holder | $186,607 | $13,580+1274.1% | $11,612+1507.1% | $9,541+1855.9% |