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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 | $558,898 | $160,028+249.2% | $147,080+280.0% | $145,884+283.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.25% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $10,239 | $5,286+93.7% | $4,933+107.5% | $4,662+119.6% |
| Participant deferral / active EE | $16,049 | $8,422+90.6% | $8,066+99.0% | $6,690+139.9% |
| Admin fee / account holder | $13,405 | $15,030-10.8% | $12,989+3.2% | $13,392+0.1% |