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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 | $504,062 | $183,539+174.6% | $155,556+224.0% | $145,897+245.5% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.0pp |
| Annual return | 43.09% | 61.31%-18.2pp | 64.84%-21.7pp | 552.29%-509.2pp |
| Employer contribution / active EE | $14,188 | $5,315+166.9% | $4,675+203.4% | $4,663+204.3% |
| Participant deferral / active EE | $28,238 | $6,467+336.7% | $5,631+401.5% | $6,689+322.1% |
| Admin fee / account holder | $216,068 | $19,275+1021.0% | $15,885+1260.2% | $13,390+1513.6% |