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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 | $160,040+262.3% | $147,096+294.2% | $145,877+297.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.12% | 98.49%-88.4pp | 419.75%-409.6pp | 551.28%-541.2pp |
| Employer contribution / active EE | $9,366 | $5,289+77.1% | $4,936+89.8% | $4,663+100.9% |
| Participant deferral / active EE | $12,231 | $8,429+45.1% | $8,071+51.5% | $6,691+82.8% |
| Admin fee / account holder | $10,378 | $15,050-31.0% | $13,005-20.2% | $13,402-22.6% |