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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 | $407,553 | $108,897+274.3% | $100,378+306.0% | $145,877+179.4% |
| Participation rate | 93.3% | 83.0%+10.4pp | 81.5%+11.8pp | 80.3%+13.0pp |
| Annual return | 12.02% | 58.17%-46.1pp | 49.41%-37.4pp | 551.28%-539.3pp |
| Employer contribution / active EE | $4,356 | $4,420-1.5% | $3,942+10.5% | $4,663-6.6% |
| Participant deferral / active EE | $11,346 | $8,455+34.2% | $8,087+40.3% | $6,691+69.6% |
| Admin fee / account holder | $18,049 | $9,690+86.3% | $7,899+128.5% | $13,402+34.7% |