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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 | $183,592+174.6% | $155,574+224.0% | $145,877+245.5% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 43.09% | 61.37%-18.3pp | 64.87%-21.8pp | 551.28%-508.2pp |
| Employer contribution / active EE | $14,188 | $5,317+166.8% | $4,676+203.4% | $4,663+204.3% |
| Participant deferral / active EE | $28,238 | $6,466+336.7% | $5,629+401.6% | $6,691+322.1% |
| Admin fee / account holder | $216,068 | $19,316+1018.6% | $15,914+1257.7% | $13,402+1512.2% |