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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 | $378,181 | $157,296+140.4% | $141,191+167.9% | $152,897+147.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 15.56% | 64.34%-48.8pp | 71.41%-55.9pp | 345.43%-329.9pp |
| Employer contribution / active EE | $16,966 | $5,262+222.4% | $4,736+258.2% | $4,764+256.2% |
| Participant deferral / active EE | $11,949 | $7,111+68.0% | $6,710+78.1% | $5,851+104.2% |
| Admin fee / account holder | $52,518 | $12,125+333.1% | $10,264+411.7% | $11,599+352.8% |