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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 | $972,561 | $165,399+488.0% | $149,745+549.5% | $158,982+511.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 10.58% | 348.34%-337.8pp | 276.72%-266.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $15,552 | $5,105+204.7% | $4,646+234.8% | $4,763+226.5% |
| Participant deferral / active EE | $16,078 | $7,183+123.8% | $6,843+135.0% | $5,983+168.7% |
| Admin fee / account holder | $27,101 | $10,811+150.7% | $9,312+191.0% | $11,252+140.9% |