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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 | $605,638 | $148,582+307.6% | $135,942+345.5% | $139,456+334.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.98% | 79.26%-60.3pp | 68.28%-49.3pp | 373.45%-354.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,500 | $8,101-7.4% | $7,759-3.3% | $6,711+11.8% |
| Admin fee / account holder | $9,303 | $12,402-25.0% | $10,764-13.6% | $11,407-18.4% |