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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 | $523,824 | $154,228+239.6% | $145,433+260.2% | $137,256+281.6% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 12.92% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,449 | $4,804+13.4% | $4,554+19.6% | $4,156+31.1% |
| Participant deferral / active EE | $16,058 | $8,216+95.4% | $7,897+103.3% | $6,407+150.6% |
| Admin fee / account holder | $42,215 | $14,344+194.3% | $13,129+221.5% | $12,270+244.0% |