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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 | $676,399 | $201,344+235.9% | $184,243+267.1% | $145,877+363.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 136.25% | 29.01%+107.2pp | 28.82%+107.4pp | 551.28%-415.0pp |
| Employer contribution / active EE | $7,813 | $7,022+11.2% | $6,427+21.6% | $4,663+67.5% |
| Participant deferral / active EE | $9,849 | $9,807+0.4% | $9,132+7.8% | $6,691+47.2% |
| Admin fee / account holder | $2,201 | $16,382-86.6% | $13,914-84.2% | $13,402-83.6% |