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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 | $500,541 | $166,242+201.1% | $165,071+203.2% | $145,884+243.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.96% | 100.44%-88.5pp | 70.17%-58.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $12,496 | $5,283+136.5% | $4,347+187.4% | $4,662+168.0% |
| Participant deferral / active EE | $18,177 | $6,964+161.0% | $6,035+201.2% | $6,690+171.7% |
| Admin fee / account holder | $2,397 | $16,658-85.6% | $12,695-81.1% | $13,392-82.1% |