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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 | $1,784,372 | $208,088+757.5% | $186,193+858.3% | $154,746+1053.1% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 17.33% | 89.97%-72.6pp | 78.03%-60.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $12,000 | $4,340+176.5% | $3,918+206.3% | $4,379+174.0% |
| Participant deferral / active EE | $12,400 | $7,078+75.2% | $6,513+90.4% | $6,730+84.2% |
| Admin fee / account holder | $16,188 | $11,698+38.4% | $11,058+46.4% | $14,365+12.7% |