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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 | $639,433 | $183,539+248.4% | $155,556+311.1% | $145,897+338.3% |
| Participation rate | 87.0% | 82.7%+4.2pp | 78.2%+8.7pp | 80.3%+6.7pp |
| Annual return | 16.62% | 61.31%-44.7pp | 64.84%-48.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $32,940 | $5,315+519.7% | $4,675+604.5% | $4,663+606.5% |
| Participant deferral / active EE | $22,522 | $6,467+248.3% | $5,631+300.0% | $6,689+236.7% |
| Admin fee / account holder | $82,946 | $19,275+330.3% | $15,885+422.2% | $13,390+519.4% |