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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 | $588,431 | $156,398+276.2% | $147,318+299.4% | $138,895+323.7% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 103.81% | 78.75%+25.1pp | 70.43%+33.4pp | 145.39%-41.6pp |
| Employer contribution / active EE | $7,961 | $4,853+64.0% | $4,593+73.3% | $4,194+89.8% |
| Participant deferral / active EE | $14,728 | $8,237+78.8% | $7,906+86.3% | $6,396+130.3% |
| Admin fee / account holder | $1,565 | $14,976-89.6% | $13,708-88.6% | $12,562-87.5% |