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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 | $340,104 | $160,070+112.5% | $147,117+131.2% | $145,897+133.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 17.05% | 98.69%-81.6pp | 420.54%-403.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $9,548 | $5,285+80.7% | $4,932+93.6% | $4,663+104.8% |
| Participant deferral / active EE | $9,225 | $8,419+9.6% | $8,065+14.4% | $6,689+37.9% |
| Admin fee / account holder | $78,197 | $15,035+420.1% | $12,993+501.9% | $13,390+484.0% |