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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 | $513,756 | $160,028+221.0% | $147,080+249.3% | $145,884+252.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.64% | 98.60%-88.0pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $3,579 | $5,286-32.3% | $4,933-27.5% | $4,662-23.2% |
| Participant deferral / active EE | $9,198 | $8,422+9.2% | $8,066+14.0% | $6,690+37.5% |
| Admin fee / account holder | $22,342 | $15,030+48.7% | $12,989+72.0% | $13,392+66.8% |