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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 | $568,286 | $125,184+354.0% | $105,607+438.1% | $145,884+289.5% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 13.37% | 225.00%-211.6pp | 116.11%-102.7pp | 551.85%-538.5pp |
| Employer contribution / active EE | $8,517 | $3,720+129.0% | $3,167+168.9% | $4,662+82.7% |
| Participant deferral / active EE | $10,656 | $5,714+86.5% | $5,011+112.6% | $6,690+59.3% |
| Admin fee / account holder | $19,633 | $17,133+14.6% | $10,958+79.2% | $13,392+46.6% |