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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 | $559,867 | $159,934+250.1% | $147,005+280.8% | $145,959+283.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.24% | 98.24%-81.0pp | 418.76%-401.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $4,061 | $5,287-23.2% | $4,934-17.7% | $4,661-12.9% |
| Participant deferral / active EE | $13,786 | $8,427+63.6% | $8,070+70.8% | $6,689+106.1% |
| Admin fee / account holder | $105,131 | $15,053+598.4% | $13,006+708.3% | $13,398+684.7% |