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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 | $449,015 | $125,237+258.5% | $105,608+325.2% | $145,877+207.8% |
| Participation rate | 81.0% | 77.7%+3.3pp | 75.3%+5.7pp | 80.3%+0.7pp |
| Annual return | 16.52% | 225.76%-209.2pp | 116.50%-100.0pp | 551.28%-534.8pp |
| Employer contribution / active EE | $3,258 | $3,720-12.4% | $3,167+2.9% | $4,663-30.1% |
| Participant deferral / active EE | $13,321 | $5,711+133.3% | $5,010+165.9% | $6,691+99.1% |
| Admin fee / account holder | $50,551 | $17,287+192.4% | $11,028+358.4% | $13,402+277.2% |