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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 | $641,771 | $106,008+505.4% | $92,240+595.8% | $147,586+334.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 15.30% | 50.05%-34.8pp | 176.29%-161.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $10,078 | $4,333+132.6% | $3,680+173.9% | $4,876+106.7% |
| Participant deferral / active EE | $11,707 | $4,478+161.4% | $3,897+200.4% | $5,439+115.2% |
| Admin fee / account holder | $1,600 | $6,333-74.7% | $5,194-69.2% | $10,886-85.3% |