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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 | $549,862 | $132,634+314.6% | $115,768+375.0% | $137,256+300.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 16.59% | 160.70%-144.1pp | 100.46%-83.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,898 | $3,360-13.7% | $2,940-1.4% | $4,156-30.3% |
| Participant deferral / active EE | $16,065 | $5,619+185.9% | $4,917+226.7% | $6,407+150.7% |
| Admin fee / account holder | $52,869 | $15,028+251.8% | $12,439+325.0% | $12,270+330.9% |