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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 | $416,308 | $160,070+160.1% | $147,117+183.0% | $145,897+185.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 18.28% | 98.69%-80.4pp | 420.54%-402.3pp | 552.29%-534.0pp |
| Employer contribution / active EE | $6,380 | $5,285+20.7% | $4,932+29.3% | $4,663+36.8% |
| Participant deferral / active EE | $11,555 | $8,419+37.2% | $8,065+43.3% | $6,689+72.7% |
| Admin fee / account holder | $90,448 | $15,035+501.6% | $12,993+596.1% | $13,390+575.5% |