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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 | $494,869 | $211,239+134.3% | $178,528+177.2% | $145,877+239.2% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 8.82% | 30.22%-21.4pp | 27.11%-18.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $17,200 | $4,570+276.3% | $3,950+335.4% | $4,663+268.9% |
| Participant deferral / active EE | $10,525 | $6,963+51.2% | $6,278+67.6% | $6,691+57.3% |
| Admin fee / account holder | $35,051 | $12,095+189.8% | $10,419+236.4% | $13,402+161.5% |