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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 | $597,295 | $157,296+279.7% | $141,191+323.0% | $152,897+290.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 19.97% | 64.34%-44.4pp | 71.41%-51.4pp | 345.43%-325.5pp |
| Employer contribution / active EE | $12,404 | $5,262+135.7% | $4,736+161.9% | $4,764+160.4% |
| Participant deferral / active EE | $12,632 | $7,111+77.6% | $6,710+88.2% | $5,851+115.9% |
| Admin fee / account holder | $17,885 | $12,125+47.5% | $10,264+74.2% | $11,599+54.2% |