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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 | $471,942 | $183,592+157.1% | $155,574+203.4% | $145,877+223.5% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 11.49% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $15,479 | $5,317+191.1% | $4,676+231.0% | $4,663+232.0% |
| Participant deferral / active EE | $9,977 | $6,466+54.3% | $5,629+77.2% | $6,691+49.1% |
| Admin fee / account holder | $52,112 | $19,316+169.8% | $15,914+227.5% | $13,402+288.8% |