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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 | $440,832 | $175,259+151.5% | $149,723+194.4% | $139,487+216.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.02% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.8pp |
| Employer contribution / active EE | $34,943 | $5,478+537.8% | $4,821+624.7% | $4,755+634.9% |
| Participant deferral / active EE | $11,660 | $6,522+78.8% | $5,682+105.2% | $6,713+73.7% |
| Admin fee / account holder | $8,571 | $16,158-47.0% | $13,215-35.1% | $11,407-24.9% |