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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 | $568,666 | $183,539+209.8% | $155,556+265.6% | $145,897+289.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.60% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $14,336 | $5,315+169.7% | $4,675+206.6% | $4,663+207.5% |
| Participant deferral / active EE | $10,623 | $6,467+64.3% | $5,631+88.7% | $6,689+58.8% |
| Admin fee / account holder | $3,434 | $19,275-82.2% | $15,885-78.4% | $13,390-74.4% |