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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 | $713,959 | $162,136+340.3% | $152,301+368.8% | $154,746+361.4% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | 14.74% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $18,902 | $4,890+286.5% | $4,624+308.7% | $4,379+331.6% |
| Participant deferral / active EE | $12,288 | $8,341+47.3% | $8,004+53.5% | $6,730+82.6% |
| Admin fee / account holder | $39,481 | $15,759+150.5% | $14,398+174.2% | $14,365+174.8% |