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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 | $430,701 | $183,968+134.1% | $162,166+165.6% | $152,870+181.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 26.91% | 150.77%-123.9pp | 115.59%-88.7pp | 345.34%-318.4pp |
| Employer contribution / active EE | $13,099 | $6,371+105.6% | $5,614+133.3% | $4,763+175.0% |
| Participant deferral / active EE | $15,099 | $8,034+87.9% | $7,298+106.9% | $5,850+158.1% |
| Admin fee / account holder | $53,172 | $13,121+305.2% | $10,842+390.4% | $11,597+358.5% |