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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 | $566,276 | $162,136+249.3% | $152,301+271.8% | $154,746+265.9% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 17.46% | 91.02%-73.6pp | 80.50%-63.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $29,945 | $4,890+512.3% | $4,624+547.5% | $4,379+583.8% |
| Participant deferral / active EE | $9,373 | $8,341+12.4% | $8,004+17.1% | $6,730+39.3% |
| Admin fee / account holder | $2,311 | $15,759-85.3% | $14,398-84.0% | $14,365-83.9% |