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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 | $169,356+249.2% | $129,406+356.9% | $145,897+305.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 13.13% | 14418.62%-14405.5pp | 9468.18%-9455.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $750 | $5,542-86.5% | $4,155-82.0% | $4,663-83.9% |
| Participant deferral / active EE | $11,120 | $4,987+123.0% | $4,167+166.8% | $6,689+66.2% |
| Admin fee / account holder | $7,100 | $9,915-28.4% | $7,689-7.7% | $13,390-47.0% |