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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 | $798,411 | $183,592+334.9% | $155,574+413.2% | $145,877+447.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 30.77% | 61.37%-30.6pp | 64.87%-34.1pp | 551.28%-520.5pp |
| Employer contribution / active EE | $5,924 | $5,317+11.4% | $4,676+26.7% | $4,663+27.1% |
| Participant deferral / active EE | $11,233 | $6,466+73.7% | $5,629+99.5% | $6,691+67.9% |
| Admin fee / account holder | $50,455 | $19,316+161.2% | $15,914+217.0% | $13,402+276.5% |