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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 | $593,852 | $160,070+271.0% | $147,117+303.7% | $145,897+307.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.57% | 98.69%-77.1pp | 420.54%-399.0pp | 552.29%-530.7pp |
| Employer contribution / active EE | $5,000 | $5,285-5.4% | $4,932+1.4% | $4,663+7.2% |
| Participant deferral / active EE | $24,400 | $8,419+189.8% | $8,065+202.6% | $6,689+264.8% |
| Admin fee / account holder | $2,551 | $15,035-83.0% | $12,993-80.4% | $13,390-81.0% |