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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 | $345,987 | $157,276+120.0% | $141,177+145.1% | $152,885+126.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 22.25% | 64.33%-42.1pp | 71.40%-49.2pp | 345.39%-323.1pp |
| Employer contribution / active EE | $20,653 | $5,262+292.5% | $4,736+336.1% | $4,763+333.6% |
| Participant deferral / active EE | $4,925 | $7,110-30.7% | $6,710-26.6% | $5,851-15.8% |
| Admin fee / account holder | $50,168 | $12,123+313.8% | $10,263+388.8% | $11,598+332.6% |