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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 | $733,704 | $138,076+431.4% | $123,553+493.8% | $135,380+442.0% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 8.39% | 153.70%-145.3pp | 119.21%-110.8pp | 519.81%-511.4pp |
| Employer contribution / active EE | $13,673 | $5,152+165.4% | $4,628+195.4% | $4,779+186.1% |
| Participant deferral / active EE | $8,843 | $6,800+30.1% | $6,426+37.6% | $5,609+57.7% |
| Admin fee / account holder | $1,588 | $10,917-85.5% | $9,284-82.9% | $10,828-85.3% |