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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 | $806,020 | $159,934+404.0% | $147,005+448.3% | $145,959+452.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.45% | 98.24%-83.8pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $16,169 | $5,287+205.8% | $4,934+227.7% | $4,661+246.9% |
| Participant deferral / active EE | $18,710 | $8,427+122.0% | $8,070+131.9% | $6,689+179.7% |
| Admin fee / account holder | $4,397 | $15,053-70.8% | $13,006-66.2% | $13,398-67.2% |