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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 | $519,289 | $209,874+147.4% | $189,537+174.0% | $167,536+210.0% |
| Participation rate | 86.7% | 88.7%-2.0pp | 87.8%-1.1pp | 82.1%+4.6pp |
| Annual return | 14.22% | 748.61%-734.4pp | 555.34%-541.1pp | 478.82%-464.6pp |
| Employer contribution / active EE | $2,375 | $6,913-65.6% | $6,161-61.5% | $4,839-50.9% |
| Participant deferral / active EE | $7,199 | $8,934-19.4% | $8,220-12.4% | $6,342+13.5% |
| Admin fee / account holder | $2,162 | $14,299-84.9% | $12,048-82.1% | $12,315-82.4% |