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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 | $593,553 | $160,040+270.9% | $147,096+303.5% | $145,877+306.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.41% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,720 | $5,289-29.7% | $4,936-24.6% | $4,663-20.2% |
| Participant deferral / active EE | $11,647 | $8,429+38.2% | $8,071+44.3% | $6,691+74.1% |
| Admin fee / account holder | $245,774 | $15,050+1533.1% | $13,005+1789.8% | $13,402+1733.8% |