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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 | $793,359 | $209,422+278.8% | $178,503+344.5% | $158,982+399.0% |
| Participation rate | 85.0% | 86.4%-1.4pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 13.90% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $10,608 | $5,707+85.9% | $5,011+111.7% | $4,763+122.7% |
| Participant deferral / active EE | $14,470 | $5,955+143.0% | $5,202+178.1% | $5,983+141.8% |
| Admin fee / account holder | $36,652 | $17,079+114.6% | $13,987+162.0% | $11,252+225.8% |