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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 | $516,841 | $183,978+180.9% | $162,171+218.7% | $152,885+238.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 26.76% | 150.78%-124.0pp | 115.60%-88.8pp | 345.39%-318.6pp |
| Employer contribution / active EE | $14,308 | $6,370+124.6% | $5,613+154.9% | $4,763+200.4% |
| Participant deferral / active EE | $16,083 | $8,033+100.2% | $7,297+120.4% | $5,851+174.9% |
| Admin fee / account holder | $3,492 | $13,122-73.4% | $10,843-67.8% | $11,598-69.9% |