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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 | $757,157 | $227,291+233.1% | $214,702+252.7% | $155,188+387.9% |
| Participation rate | 87.5% | 88.0%-0.5pp | 87.5%0pp | 80.8%+6.7pp |
| Annual return | 9.88% | 60.08%-50.2pp | 54.55%-44.7pp | 148.84%-139.0pp |
| Employer contribution / active EE | $11,250 | $6,772+66.1% | $6,461+74.1% | $4,248+164.8% |
| Participant deferral / active EE | $10,650 | $9,582+11.1% | $9,147+16.4% | $6,531+63.1% |
| Admin fee / account holder | $11,214 | $20,413-45.1% | $19,830-43.5% | $14,480-22.6% |