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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 | $754,850 | $175,259+330.7% | $149,723+404.2% | $139,487+441.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 20.32% | 166.82%-146.5pp | 134.50%-114.2pp | 373.84%-353.5pp |
| Employer contribution / active EE | $12,638 | $5,478+130.7% | $4,821+162.1% | $4,755+165.8% |
| Participant deferral / active EE | $9,407 | $6,522+44.2% | $5,682+65.5% | $6,713+40.1% |
| Admin fee / account holder | $9,440 | $16,158-41.6% | $13,215-28.6% | $11,407-17.2% |