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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 | $769,209 | $105,210+631.1% | $159,487+382.3% | $85,851+796.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 13.16% | 45.08%-31.9pp | 263.71%-250.5pp | 318.63%-305.5pp |
| Employer contribution / active EE | $13,432 | $3,319+304.7% | $4,831+178.0% | $2,565+423.6% |
| Participant deferral / active EE | $11,342 | $5,946+90.8% | $7,354+54.2% | $3,952+187.0% |
| Admin fee / account holder | $4,827 | $6,934-30.4% | $10,804-55.3% | $6,261-22.9% |