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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 | $689,334 | $168,635+308.8% | $147,617+367.0% | $125,389+449.8% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | 0.79% | 77.65%-76.9pp | 61.98%-61.2pp | 282.24%-281.5pp |
| Employer contribution / active EE | $18,893 | $6,252+202.2% | $5,564+239.5% | $4,866+288.2% |
| Participant deferral / active EE | $11,437 | $5,507+107.7% | $4,895+133.6% | $5,352+113.7% |
| Admin fee / account holder | $121,426 | $13,580+794.1% | $11,612+945.7% | $9,541+1172.7% |