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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 | $601,989 | $198,461+203.3% | $170,436+253.2% | $147,585+307.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.03% | 257.30%-243.3pp | 205.94%-191.9pp | 578.57%-564.5pp |
| Employer contribution / active EE | $13,544 | $6,184+119.0% | $5,433+149.3% | $4,876+177.8% |
| Participant deferral / active EE | $11,985 | $5,629+112.9% | $4,939+142.6% | $5,439+120.4% |
| Admin fee / account holder | $8,061 | $16,852-52.2% | $13,880-41.9% | $10,885-25.9% |