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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 | $446,791 | $175,259+154.9% | $149,723+198.4% | $139,487+220.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.47% | 166.82%-147.4pp | 134.50%-115.0pp | 373.84%-354.4pp |
| Employer contribution / active EE | $5,858 | $5,478+6.9% | $4,821+21.5% | $4,755+23.2% |
| Participant deferral / active EE | $5,320 | $6,522-18.4% | $5,682-6.4% | $6,713-20.8% |
| Admin fee / account holder | $31,208 | $16,158+93.1% | $13,215+136.2% | $11,407+173.6% |