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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 | $514,920 | $209,428+145.9% | $178,498+188.5% | $158,950+224.0% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 18.19% | 188.78%-170.6pp | 151.09%-132.9pp | 302.91%-284.7pp |
| Employer contribution / active EE | $7,788 | $5,707+36.5% | $5,011+55.4% | $4,762+63.5% |
| Participant deferral / active EE | $5,921 | $5,955-0.6% | $5,202+13.8% | $5,983-1.0% |
| Admin fee / account holder | $4,818 | $17,077-71.8% | $13,985-65.5% | $11,248-57.2% |