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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 | $345,338 | $157,304+119.5% | $141,197+144.6% | $152,909+125.8% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 22.92% | 64.34%-41.4pp | 71.41%-48.5pp | 345.46%-322.5pp |
| Employer contribution / active EE | $3,918 | $5,263-25.5% | $4,736-17.3% | $4,764-17.7% |
| Participant deferral / active EE | $10,098 | $7,111+42.0% | $6,710+50.5% | $5,851+72.6% |
| Admin fee / account holder | $45,773 | $12,126+277.5% | $10,265+345.9% | $11,601+294.6% |