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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 | $487,013 | $150,346+223.9% | $120,524+304.1% | $145,877+233.9% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 14.64% | 154.40%-139.8pp | 107.36%-92.7pp | 551.28%-536.6pp |
| Employer contribution / active EE | $22,795 | $4,353+423.7% | $3,469+557.1% | $4,663+388.8% |
| Participant deferral / active EE | $5,722 | $6,172-7.3% | $4,994+14.6% | $6,691-14.5% |
| Admin fee / account holder | $2,973 | $12,215-75.7% | $9,440-68.5% | $13,402-77.8% |