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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 | $472,490 | $198,462+138.1% | $170,439+177.2% | $147,585+220.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.60% | 257.30%-239.7pp | 205.94%-188.3pp | 578.58%-561.0pp |
| Employer contribution / active EE | $12,001 | $6,184+94.1% | $5,433+120.9% | $4,876+146.1% |
| Participant deferral / active EE | $16,839 | $5,629+199.1% | $4,939+240.9% | $5,439+209.6% |
| Admin fee / account holder | $3,118 | $16,852-81.5% | $13,881-77.5% | $10,886-71.4% |