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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 | $475,013 | $202,345+134.8% | $172,755+175.0% | $152,885+210.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 27.34% | 1029.77%-1002.4pp | 802.94%-775.6pp | 345.39%-318.1pp |
| Employer contribution / active EE | $5,928 | $5,858+1.2% | $5,144+15.2% | $4,763+24.5% |
| Participant deferral / active EE | $4,483 | $5,948-24.6% | $5,198-13.7% | $5,851-23.4% |
| Admin fee / account holder | $2,872 | $17,111-83.2% | $13,955-79.4% | $11,598-75.2% |