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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 | $813,070 | $198,462+309.7% | $170,439+377.0% | $147,585+450.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 10.66% | 257.30%-246.6pp | 205.94%-195.3pp | 578.58%-567.9pp |
| Employer contribution / active EE | $9,940 | $6,184+60.8% | $5,433+83.0% | $4,876+103.8% |
| Participant deferral / active EE | $12,164 | $5,629+116.1% | $4,939+146.3% | $5,439+123.7% |
| Admin fee / account holder | $5,900 | $16,852-65.0% | $13,881-57.5% | $10,886-45.8% |