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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 | $602,496 | $132,634+354.3% | $115,768+420.4% | $137,256+339.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 10.19% | 160.70%-150.5pp | 100.46%-90.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $14,240 | $3,360+323.9% | $2,940+384.4% | $4,156+242.6% |
| Participant deferral / active EE | $4,449 | $5,619-20.8% | $4,917-9.5% | $6,407-30.6% |
| Admin fee / account holder | $117,438 | $15,028+681.5% | $12,439+844.1% | $12,270+857.1% |