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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 | $385,171 | $111,878+244.3% | $93,727+311.0% | $145,897+164.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 14.17% | 204.28%-190.1pp | 133.83%-119.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,955 | $3,092+27.9% | $2,421+63.3% | $4,663-15.2% |
| Participant deferral / active EE | $5,321 | $4,920+8.1% | $4,417+20.5% | $6,689-20.5% |
| Admin fee / account holder | $37,938 | $10,256+269.9% | $8,292+357.5% | $13,390+183.3% |