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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 | $516,513 | $160,028+222.8% | $147,080+251.2% | $145,884+254.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.58% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $7,666 | $5,286+45.0% | $4,933+55.4% | $4,662+64.4% |
| Participant deferral / active EE | $13,336 | $8,422+58.4% | $8,066+65.3% | $6,690+99.4% |
| Admin fee / account holder | $6,936 | $15,030-53.8% | $12,989-46.6% | $13,392-48.2% |