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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 | $351,922 | $159,978+120.0% | $147,041+139.3% | $145,978+141.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.54% | 98.36%-86.8pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,475 | $5,288-34.3% | $4,935-29.6% | $4,662-25.5% |
| Participant deferral / active EE | $7,631 | $8,429-9.5% | $8,071-5.5% | $6,690+14.1% |
| Admin fee / account holder | $519 | $15,053-96.6% | $13,006-96.0% | $13,400-96.1% |