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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 | $555,932 | $148,623+274.1% | $135,974+308.9% | $139,466+298.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.31% | 79.30%-61.0pp | 68.30%-50.0pp | 373.66%-355.4pp |
| Employer contribution / active EE | $21,802 | $5,246+315.6% | $4,859+348.7% | $4,754+358.6% |
| Participant deferral / active EE | $13,073 | $8,103+61.3% | $7,760+68.5% | $6,712+94.8% |
| Admin fee / account holder | $52,564 | $12,406+323.7% | $10,767+388.2% | $11,409+360.7% |