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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 | $951,265 | $209,422+354.2% | $178,503+432.9% | $158,982+498.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.74% | 188.81%-176.1pp | 151.12%-138.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,410 | $5,707-75.3% | $5,011-71.9% | $4,763-70.4% |
| Participant deferral / active EE | $7,250 | $5,955+21.7% | $5,202+39.4% | $5,983+21.2% |
| Admin fee / account holder | $30,794 | $17,079+80.3% | $13,987+120.2% | $11,252+173.7% |