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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 | $605,399 | $112,131+439.9% | $95,964+530.9% | $158,982+280.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 13.85% | 171.19%-157.3pp | 91.64%-77.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $6,904 | $3,199+115.8% | $2,541+171.7% | $4,763+45.0% |
| Participant deferral / active EE | $9,728 | $4,784+103.4% | $4,167+133.5% | $5,983+62.6% |
| Admin fee / account holder | $495 | $10,136-95.1% | $6,797-92.7% | $11,252-95.6% |