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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 | $821,413 | $160,028+413.3% | $147,080+458.5% | $145,884+463.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 16.32% | 98.60%-82.3pp | 420.17%-403.9pp | 551.85%-535.5pp |
| Employer contribution / active EE | $4,053 | $5,286-23.3% | $4,933-17.8% | $4,662-13.1% |
| Participant deferral / active EE | $12,398 | $8,422+47.2% | $8,066+53.7% | $6,690+85.3% |
| Admin fee / account holder | $11,089 | $15,030-26.2% | $12,989-14.6% | $13,392-17.2% |