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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 | $585,232 | $160,070+265.6% | $147,117+297.8% | $145,897+301.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 10.27% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,214 | $5,285-58.1% | $4,932-55.1% | $4,663-52.5% |
| Participant deferral / active EE | $14,926 | $8,419+77.3% | $8,065+85.1% | $6,689+123.1% |
| Admin fee / account holder | $13,969 | $15,035-7.1% | $12,993+7.5% | $13,390+4.3% |