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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 | $515,002 | $96,419+434.1% | $80,648+538.6% | $139,487+269.2% |
| Participation rate | 82.4% | 73.6%+8.7pp | 67.0%+15.3pp | 80.3%+2.0pp |
| Annual return | 13.66% | 1352.86%-1339.2pp | 937.21%-923.6pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,850 | $3,261-43.3% | $2,724-32.1% | $4,755-61.1% |
| Participant deferral / active EE | $11,521 | $5,225+120.5% | $4,443+159.3% | $6,713+71.6% |
| Admin fee / account holder | $14,632 | $6,605+121.5% | $5,382+171.9% | $11,407+28.3% |