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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 | $1,056,101 | $176,105+499.7% | $159,474+562.2% | $167,536+530.4% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 13.52% | 331.91%-318.4pp | 263.68%-250.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $15,581 | $5,299+194.0% | $4,831+222.5% | $4,839+222.0% |
| Participant deferral / active EE | $15,978 | $7,751+106.1% | $7,353+117.3% | $6,342+151.9% |
| Admin fee / account holder | $90,472 | $12,559+620.4% | $10,802+737.5% | $12,315+634.7% |