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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 | $712,897 | $168,635+322.7% | $147,617+382.9% | $125,389+468.5% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | 91.45% | 77.65%+13.8pp | 61.98%+29.5pp | 282.24%-190.8pp |
| Employer contribution / active EE | $15,163 | $6,252+142.5% | $5,564+172.5% | $4,866+211.6% |
| Participant deferral / active EE | $16,235 | $5,507+194.8% | $4,895+231.6% | $5,352+203.4% |
| Admin fee / account holder | $1,915 | $13,580-85.9% | $11,612-83.5% | $9,541-79.9% |