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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 | $451,221 | $183,592+145.8% | $155,574+190.0% | $145,877+209.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.17% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $18,217 | $5,317+242.6% | $4,676+289.6% | $4,663+290.7% |
| Participant deferral / active EE | $17,720 | $6,466+174.1% | $5,629+214.8% | $6,691+164.9% |
| Admin fee / account holder | $48,535 | $19,316+151.3% | $15,914+205.0% | $13,402+262.1% |