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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 | $402,869 | $144,130+179.5% | $117,861+241.8% | $147,586+173.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 79.7%+5.0pp | 82.8%+1.8pp |
| Annual return | 10.56% | 531.20%-520.6pp | 335.11%-324.5pp | 578.59%-568.0pp |
| Employer contribution / active EE | $19,105 | $4,897+290.1% | $3,786+404.6% | $4,876+291.8% |
| Participant deferral / active EE | $8,359 | $5,316+57.2% | $4,482+86.5% | $5,439+53.7% |
| Admin fee / account holder | $14,452 | $10,887+32.7% | $8,021+80.2% | $10,886+32.8% |