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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 | $590,958 | $209,428+182.2% | $178,498+231.1% | $158,950+271.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.68% | 188.78%-175.1pp | 151.09%-137.4pp | 302.91%-289.2pp |
| Employer contribution / active EE | $10,821 | $5,707+89.6% | $5,011+115.9% | $4,762+127.2% |
| Participant deferral / active EE | $7,057 | $5,955+18.5% | $5,202+35.7% | $5,983+18.0% |
| Admin fee / account holder | $9,660 | $17,077-43.4% | $13,985-30.9% | $11,248-14.1% |