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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 | $183,592+195.3% | $155,567+248.5% | $145,959+271.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 17.15% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $21,653 | $5,315+307.4% | $4,674+363.3% | $4,661+364.6% |
| Participant deferral / active EE | $16,219 | $6,464+150.9% | $5,628+188.2% | $6,689+142.5% |
| Admin fee / account holder | $36,989 | $19,318+91.5% | $15,916+132.4% | $13,398+176.1% |