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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 | $325,679 | $109,411+197.7% | $89,435+264.2% | $158,982+104.9% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.7pp |
| Annual return | 11.72% | 345.68%-334.0pp | 245.55%-233.8pp | 302.99%-291.3pp |
| Employer contribution / active EE | $16,601 | $3,173+423.2% | $2,587+541.7% | $4,763+248.6% |
| Participant deferral / active EE | $17,976 | $4,600+290.8% | $3,890+362.1% | $5,983+200.4% |
| Admin fee / account holder | $15,322 | $6,159+148.8% | $4,884+213.7% | $11,252+36.2% |