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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 | $556,311 | $126,519+339.7% | $106,201+423.8% | $145,959+281.1% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 13.34% | 225.10%-211.8pp | 116.26%-102.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,868 | $3,726-49.9% | $3,170-41.1% | $4,661-59.9% |
| Participant deferral / active EE | $8,630 | $5,716+51.0% | $5,012+72.2% | $6,689+29.0% |
| Admin fee / account holder | $19,737 | $17,312+14.0% | $11,039+78.8% | $13,398+47.3% |