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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 | $636,133 | $162,136+292.3% | $152,301+317.7% | $154,746+311.1% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 14.96% | 91.02%-76.1pp | 80.50%-65.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $10,929 | $4,890+123.5% | $4,624+136.3% | $4,379+149.6% |
| Participant deferral / active EE | $14,148 | $8,341+69.6% | $8,004+76.8% | $6,730+110.2% |
| Admin fee / account holder | $8,606 | $15,759-45.4% | $14,398-40.2% | $14,365-40.1% |