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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 | $183,592+209.7% | $155,574+265.5% | $145,877+289.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.60% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $14,336 | $5,317+169.6% | $4,676+206.6% | $4,663+207.4% |
| Participant deferral / active EE | $10,623 | $6,466+64.3% | $5,629+88.7% | $6,691+58.8% |
| Admin fee / account holder | $3,434 | $19,316-82.2% | $15,914-78.4% | $13,402-74.4% |