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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 | $731,501 | $152,619+379.3% | $125,195+484.3% | $152,909+378.4% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 203.45% | 54.85%+148.6pp | 43.79%+159.7pp | 345.46%-142.0pp |
| Employer contribution / active EE | $6,464 | $4,947+30.7% | $3,866+67.2% | $4,764+35.7% |
| Participant deferral / active EE | $12,080 | $5,869+105.8% | $4,937+144.7% | $5,851+106.4% |
| Admin fee / account holder | $2,305 | $13,437-82.8% | $9,704-76.2% | $11,601-80.1% |