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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 | $554,555 | $201,344+175.4% | $184,243+201.0% | $145,877+280.2% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 13.04% | 29.01%-16.0pp | 28.82%-15.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $9,894 | $7,022+40.9% | $6,427+53.9% | $4,663+112.2% |
| Participant deferral / active EE | $4,693 | $9,807-52.1% | $9,132-48.6% | $6,691-29.9% |
| Admin fee / account holder | $17,368 | $16,382+6.0% | $13,914+24.8% | $13,402+29.6% |