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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 | $591,309 | $169,161+249.6% | $129,295+357.3% | $145,959+305.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 13.13% | 14348.07%-14334.9pp | 9429.28%-9416.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $750 | $5,543-86.5% | $4,157-82.0% | $4,661-83.9% |
| Participant deferral / active EE | $11,120 | $4,989+122.9% | $4,169+166.7% | $6,689+66.3% |
| Admin fee / account holder | $7,100 | $9,878-28.1% | $7,665-7.4% | $13,398-47.0% |