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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 | $483,299 | $183,592+163.2% | $155,574+210.7% | $145,877+231.3% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 15.69% | 61.37%-45.7pp | 64.87%-49.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $22,518 | $5,317+323.5% | $4,676+381.6% | $4,663+382.9% |
| Participant deferral / active EE | $21,639 | $6,466+234.7% | $5,629+284.4% | $6,691+223.4% |
| Admin fee / account holder | $28,980 | $19,316+50.0% | $15,914+82.1% | $13,402+116.2% |