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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 | $437,116 | $209,422+108.7% | $178,503+144.9% | $158,982+174.9% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 15.20% | 188.81%-173.6pp | 151.12%-135.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $20,137 | $5,707+252.8% | $5,011+301.8% | $4,763+322.8% |
| Participant deferral / active EE | $3,754 | $5,955-37.0% | $5,202-27.8% | $5,983-37.3% |
| Admin fee / account holder | $27,847 | $17,079+63.0% | $13,987+99.1% | $11,252+147.5% |