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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 | $757,657 | $157,304+381.7% | $141,197+436.6% | $152,909+395.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 17.36% | 64.34%-47.0pp | 71.41%-54.0pp | 345.46%-328.1pp |
| Employer contribution / active EE | $12,159 | $5,263+131.0% | $4,736+156.7% | $4,764+155.2% |
| Participant deferral / active EE | $13,387 | $7,111+88.3% | $6,710+99.5% | $5,851+128.8% |
| Admin fee / account holder | $1,004 | $12,126-91.7% | $10,265-90.2% | $11,601-91.3% |