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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 | $521,709 | $175,259+197.7% | $149,723+248.4% | $139,487+274.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 20.72% | 166.82%-146.1pp | 134.50%-113.8pp | 373.84%-353.1pp |
| Employer contribution / active EE | $9,115 | $5,478+66.4% | $4,821+89.1% | $4,755+91.7% |
| Participant deferral / active EE | $11,527 | $6,522+76.8% | $5,682+102.9% | $6,713+71.7% |
| Admin fee / account holder | $388 | $16,158-97.6% | $13,215-97.1% | $11,407-96.6% |