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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 | $599,788 | $160,040+274.8% | $147,096+307.8% | $145,877+311.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 24.23% | 98.49%-74.3pp | 419.75%-395.5pp | 551.28%-527.1pp |
| Employer contribution / active EE | $5,170 | $5,289-2.3% | $4,936+4.7% | $4,663+10.9% |
| Participant deferral / active EE | $14,967 | $8,429+77.6% | $8,071+85.4% | $6,691+123.7% |
| Admin fee / account holder | $1,977 | $15,050-86.9% | $13,005-84.8% | $13,402-85.2% |