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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 | $547,676 | $183,592+198.3% | $155,574+252.0% | $145,877+275.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.20% | 61.37%-44.2pp | 64.87%-47.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $13,666 | $5,317+157.0% | $4,676+192.3% | $4,663+193.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $24,361 | $19,316+26.1% | $15,914+53.1% | $13,402+81.8% |