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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 | $579,846 | $159,934+262.6% | $147,005+294.4% | $145,959+297.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.12% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $9,366 | $5,287+77.1% | $4,934+89.8% | $4,661+101.0% |
| Participant deferral / active EE | $12,231 | $8,427+45.1% | $8,070+51.6% | $6,689+82.9% |
| Admin fee / account holder | $10,378 | $15,053-31.1% | $13,006-20.2% | $13,398-22.5% |