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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 | $930,316 | $175,231+430.9% | $149,696+521.5% | $139,466+567.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 12.10% | 166.77%-154.7pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $10,340 | $5,478+88.8% | $4,821+114.5% | $4,754+117.5% |
| Participant deferral / active EE | $7,932 | $6,521+21.6% | $5,682+39.6% | $6,712+18.2% |
| Admin fee / account holder | $1,811 | $16,155-88.8% | $13,212-86.3% | $11,409-84.1% |