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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 | $489,225 | $160,070+205.6% | $147,117+232.5% | $145,897+235.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 15.86% | 98.69%-82.8pp | 420.54%-404.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $8,299 | $5,285+57.0% | $4,932+68.3% | $4,663+78.0% |
| Participant deferral / active EE | $8,202 | $8,419-2.6% | $8,065+1.7% | $6,689+22.6% |
| Admin fee / account holder | $2,497 | $15,035-83.4% | $12,993-80.8% | $13,390-81.4% |