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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 | $336,035 | $109,904+205.8% | $97,167+245.8% | $145,959+130.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 19.29% | 243.43%-224.1pp | 75.27%-56.0pp | 561.95%-542.7pp |
| Employer contribution / active EE | $5,593 | $3,084+81.3% | $2,729+105.0% | $4,661+20.0% |
| Participant deferral / active EE | $10,774 | $4,676+130.4% | $4,264+152.7% | $6,689+61.1% |
| Admin fee / account holder | $25,742 | $6,216+314.1% | $5,650+355.6% | $13,398+92.1% |