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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 | $159,978+250.0% | $147,041+280.8% | $145,978+283.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.24% | 98.36%-81.1pp | 419.21%-402.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $4,061 | $5,288-23.2% | $4,935-17.7% | $4,662-12.9% |
| Participant deferral / active EE | $13,786 | $8,429+63.6% | $8,071+70.8% | $6,690+106.1% |
| Admin fee / account holder | $105,131 | $15,053+598.4% | $13,006+708.3% | $13,400+684.5% |