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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 | $516,785 | $165,399+212.4% | $149,745+245.1% | $158,982+225.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.66% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,243 | $5,105-75.6% | $4,646-73.2% | $4,763-73.9% |
| Participant deferral / active EE | $8,156 | $7,183+13.6% | $6,843+19.2% | $5,983+36.3% |
| Admin fee / account holder | $778 | $10,811-92.8% | $9,312-91.6% | $11,252-93.1% |