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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 | $556,185 | $217,432+155.8% | $185,851+199.3% | $167,553+231.9% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.64% | 148.43%-133.8pp | 122.11%-107.5pp | 478.89%-464.2pp |
| Employer contribution / active EE | $14,497 | $5,874+146.8% | $5,168+180.5% | $4,840+199.5% |
| Participant deferral / active EE | $10,822 | $6,357+70.2% | $5,569+94.3% | $6,343+70.6% |
| Admin fee / account holder | $55,804 | $19,820+181.6% | $16,245+243.5% | $12,316+353.1% |