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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 | $443,249 | $129,737+241.7% | $119,126+272.1% | $154,746+186.4% |
| Participation rate | 87.0% | 78.9%+8.1pp | 75.8%+11.2pp | 80.7%+6.3pp |
| Annual return | 18.63% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,806 | $4,375-35.9% | $4,034-30.4% | $4,379-35.9% |
| Participant deferral / active EE | $2,644 | $5,842-54.7% | $5,318-50.3% | $6,730-60.7% |
| Admin fee / account holder | $16,526 | $11,961+38.2% | $10,693+54.5% | $14,365+15.0% |