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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 | $314,394 | $157,276+99.9% | $141,177+122.7% | $152,885+105.6% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 17.88% | 64.33%-46.5pp | 71.40%-53.5pp | 345.39%-327.5pp |
| Employer contribution / active EE | $10,028 | $5,262+90.6% | $4,736+111.8% | $4,763+110.5% |
| Participant deferral / active EE | $10,229 | $7,110+43.9% | $6,710+52.4% | $5,851+74.8% |
| Admin fee / account holder | $88,268 | $12,123+628.1% | $10,263+760.1% | $11,598+661.1% |