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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 | $601,775 | $102,429+487.5% | $147,096+309.1% | $80,925+643.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 12.97% | 135.02%-122.0pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $17,322 | $3,716+366.2% | $4,936+250.9% | $2,756+528.5% |
| Participant deferral / active EE | $10,450 | $6,649+57.2% | $8,071+29.5% | $4,299+143.1% |
| Admin fee / account holder | $8,654 | $7,957+8.8% | $13,005-33.5% | $6,940+24.7% |