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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 | $390,147 | $107,341+263.5% | $92,897+320.0% | $152,870+155.2% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 23.25% | 145.59%-122.3pp | 109.42%-86.2pp | 345.34%-322.1pp |
| Employer contribution / active EE | $12,326 | $4,221+192.0% | $3,653+237.4% | $4,763+158.8% |
| Participant deferral / active EE | $8,403 | $4,847+73.4% | $4,238+98.3% | $5,850+43.6% |
| Admin fee / account holder | $17,611 | $7,080+148.7% | $5,794+203.9% | $11,597+51.9% |