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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 | $102,393+487.7% | $147,041+309.3% | $80,911+643.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 12.97% | 134.95%-122.0pp | 419.21%-406.2pp | 35.63%-22.7pp |
| Employer contribution / active EE | $17,322 | $3,715+366.2% | $4,935+251.0% | $2,756+528.6% |
| Participant deferral / active EE | $10,450 | $6,647+57.2% | $8,071+29.5% | $4,297+143.2% |
| Admin fee / account holder | $8,654 | $7,943+9.0% | $13,006-33.5% | $6,935+24.8% |