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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 | $579,860 | $201,259+188.1% | $184,200+214.8% | $145,959+297.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 102.23% | 28.98%+73.3pp | 28.80%+73.4pp | 561.95%-459.7pp |
| Employer contribution / active EE | $10,967 | $7,018+56.3% | $6,424+70.7% | $4,661+135.3% |
| Participant deferral / active EE | $14,680 | $9,806+49.7% | $9,132+60.7% | $6,689+119.5% |
| Admin fee / account holder | $4,623 | $16,372-71.8% | $13,907-66.8% | $13,398-65.5% |