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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 | $757,486 | $183,539+312.7% | $155,556+387.0% | $145,897+419.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.16% | 61.31%-46.1pp | 64.84%-49.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,941 | $5,315-63.5% | $4,675-58.5% | $4,663-58.4% |
| Participant deferral / active EE | $4,864 | $6,467-24.8% | $5,631-13.6% | $6,689-27.3% |
| Admin fee / account holder | $19,357 | $19,275+0.4% | $15,885+21.9% | $13,390+44.6% |