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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 | $557,129 | $183,539+203.5% | $155,556+258.2% | $145,897+281.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.79% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $6,319 | $5,315+18.9% | $4,675+35.2% | $4,663+35.5% |
| Participant deferral / active EE | $11,317 | $6,467+75.0% | $5,631+101.0% | $6,689+69.2% |
| Admin fee / account holder | $118,724 | $19,275+516.0% | $15,885+647.4% | $13,390+786.6% |