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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 | $815,450 | $166,020+391.2% | $164,866+394.6% | $145,959+458.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.75% | 100.08%-84.3pp | 69.97%-54.2pp | 561.95%-546.2pp |
| Employer contribution / active EE | $12,493 | $5,275+136.9% | $4,343+187.7% | $4,661+168.0% |
| Participant deferral / active EE | $15,687 | $6,961+125.4% | $6,033+160.0% | $6,689+134.5% |
| Admin fee / account holder | $1,954 | $16,644-88.3% | $12,689-84.6% | $13,398-85.4% |