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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 | $160,070+262.2% | $147,117+294.1% | $145,897+297.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.12% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $9,366 | $5,285+77.2% | $4,932+89.9% | $4,663+100.9% |
| Participant deferral / active EE | $12,231 | $8,419+45.3% | $8,065+51.7% | $6,689+82.8% |
| Admin fee / account holder | $10,378 | $15,035-31.0% | $12,993-20.1% | $13,390-22.5% |