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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 | $917,348 | $159,934+473.6% | $147,005+524.0% | $145,959+528.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 21.55% | 98.24%-76.7pp | 418.76%-397.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $13,125 | $5,287+148.2% | $4,934+166.0% | $4,661+181.6% |
| Participant deferral / active EE | $18,142 | $8,427+115.3% | $8,070+124.8% | $6,689+171.2% |
| Admin fee / account holder | $43,040 | $15,053+185.9% | $13,006+230.9% | $13,398+221.2% |