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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 | $422,421 | $148,623+184.2% | $135,974+210.7% | $139,466+202.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.07% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.6pp |
| Employer contribution / active EE | $14,159 | $5,246+169.9% | $4,859+191.4% | $4,754+197.8% |
| Participant deferral / active EE | $10,013 | $8,103+23.6% | $7,760+29.0% | $6,712+49.2% |
| Admin fee / account holder | $1,617 | $12,406-87.0% | $10,767-85.0% | $11,409-85.8% |