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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 | $485,884 | $159,978+203.7% | $147,041+230.4% | $145,978+232.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.83% | 98.36%-85.5pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $4,680 | $5,288-11.5% | $4,935-5.2% | $4,662+0.4% |
| Participant deferral / active EE | $7,127 | $8,429-15.4% | $8,071-11.7% | $6,690+6.5% |
| Admin fee / account holder | $131,191 | $15,053+771.5% | $13,006+908.7% | $13,400+879.0% |