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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 | $578,566 | $217,432+166.1% | $185,849+211.3% | $167,536+245.3% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 46.16% | 148.42%-102.3pp | 122.10%-75.9pp | 478.82%-432.7pp |
| Employer contribution / active EE | $1,795 | $5,875-69.4% | $5,169-65.3% | $4,839-62.9% |
| Participant deferral / active EE | $11,675 | $6,357+83.6% | $5,569+109.7% | $6,342+84.1% |
| Admin fee / account holder | $2,544 | $19,818-87.2% | $16,244-84.3% | $12,315-79.3% |