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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 | $445,085 | $118,680+275.0% | $98,910+350.0% | $158,931+180.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 13.23% | 372.35%-359.1pp | 196.44%-183.2pp | 302.86%-289.6pp |
| Employer contribution / active EE | $20,417 | $3,333+512.6% | $2,689+659.3% | $4,761+328.8% |
| Participant deferral / active EE | $9,999 | $5,088+96.5% | $4,244+135.6% | $5,982+67.1% |
| Admin fee / account holder | $23,042 | $10,131+127.4% | $6,642+246.9% | $11,247+104.9% |