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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 | $774,702 | $211,239+266.7% | $178,528+333.9% | $145,877+431.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 55.08% | 30.22%+24.9pp | 27.11%+28.0pp | 551.28%-496.2pp |
| Employer contribution / active EE | $2,868 | $4,570-37.2% | $3,950-27.4% | $4,663-38.5% |
| Participant deferral / active EE | $15,650 | $6,963+124.8% | $6,278+149.3% | $6,691+133.9% |
| Admin fee / account holder | $17,116 | $12,095+41.5% | $10,419+64.3% | $13,402+27.7% |