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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 | $518,969 | $157,304+229.9% | $141,197+267.5% | $152,909+239.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 25.87% | 64.34%-38.5pp | 71.41%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $14,241 | $5,263+170.6% | $4,736+200.7% | $4,764+198.9% |
| Participant deferral / active EE | $9,390 | $7,111+32.0% | $6,710+39.9% | $5,851+60.5% |
| Admin fee / account holder | $12,886 | $12,126+6.3% | $10,265+25.5% | $11,601+11.1% |