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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 | $860,133 | $160,028+437.5% | $147,080+484.8% | $145,884+489.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.81% | 98.60%-79.8pp | 420.17%-401.4pp | 551.85%-533.0pp |
| Employer contribution / active EE | $12,668 | $5,286+139.7% | $4,933+156.8% | $4,662+171.7% |
| Participant deferral / active EE | $7,557 | $8,422-10.3% | $8,066-6.3% | $6,690+13.0% |
| Admin fee / account holder | $6,498 | $15,030-56.8% | $12,989-50.0% | $13,392-51.5% |