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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 | $514,312 | $148,623+246.1% | $135,974+278.2% | $139,466+268.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.52% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $21,913 | $5,246+317.7% | $4,859+351.0% | $4,754+360.9% |
| Participant deferral / active EE | $17,813 | $8,103+119.8% | $7,760+129.5% | $6,712+165.4% |
| Admin fee / account holder | $27,117 | $12,406+118.6% | $10,767+151.9% | $11,409+137.7% |