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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 | $582,034 | $183,592+217.0% | $155,574+274.1% | $145,877+299.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 22.82% | 61.37%-38.6pp | 64.87%-42.0pp | 551.28%-528.5pp |
| Employer contribution / active EE | $3,328 | $5,317-37.4% | $4,676-28.8% | $4,663-28.6% |
| Participant deferral / active EE | $11,438 | $6,466+76.9% | $5,629+103.2% | $6,691+71.0% |
| Admin fee / account holder | $1,609 | $19,316-91.7% | $15,914-89.9% | $13,402-88.0% |