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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 | $542,161 | $183,539+195.4% | $155,556+248.5% | $145,897+271.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 17.15% | 61.31%-44.2pp | 64.84%-47.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $21,653 | $5,315+307.4% | $4,675+363.1% | $4,663+364.4% |
| Participant deferral / active EE | $16,219 | $6,467+150.8% | $5,631+188.0% | $6,689+142.5% |
| Admin fee / account holder | $36,989 | $19,275+91.9% | $15,885+132.9% | $13,390+176.2% |