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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 | $655,314 | $160,070+309.4% | $147,117+345.4% | $145,897+349.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.14% | 98.69%-85.5pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $4,183 | $5,285-20.8% | $4,932-15.2% | $4,663-10.3% |
| Participant deferral / active EE | $13,394 | $8,419+59.1% | $8,065+66.1% | $6,689+100.2% |
| Admin fee / account holder | $2,122 | $15,035-85.9% | $12,993-83.7% | $13,390-84.2% |