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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 | $582,812 | $159,978+264.3% | $147,041+296.4% | $145,978+299.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.91% | 98.36%-85.5pp | 419.21%-406.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $20,095 | $5,288+280.0% | $4,935+307.2% | $4,662+331.1% |
| Participant deferral / active EE | $13,456 | $8,429+59.6% | $8,071+66.7% | $6,690+101.2% |
| Admin fee / account holder | $4,241 | $15,053-71.8% | $13,006-67.4% | $13,400-68.4% |