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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 | $566,880 | $175,259+223.5% | $149,723+278.6% | $139,487+306.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.68% | 166.82%-148.1pp | 134.50%-115.8pp | 373.84%-355.2pp |
| Employer contribution / active EE | $11,964 | $5,478+118.4% | $4,821+148.1% | $4,755+151.6% |
| Participant deferral / active EE | $9,744 | $6,522+49.4% | $5,682+71.5% | $6,713+45.2% |
| Admin fee / account holder | $46,414 | $16,158+187.2% | $13,215+251.2% | $11,407+306.9% |