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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 | $505,919 | $175,259+188.7% | $149,723+237.9% | $139,487+262.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 25.40% | 166.82%-141.4pp | 134.50%-109.1pp | 373.84%-348.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $15,547 | $6,522+138.4% | $5,682+173.6% | $6,713+131.6% |
| Admin fee / account holder | $39,435 | $16,158+144.1% | $13,215+198.4% | $11,407+245.7% |