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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 | $864,901 | $176,105+391.1% | $159,474+442.3% | $167,536+416.2% |
| Participation rate | 82.4% | 85.0%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 16.35% | 331.91%-315.6pp | 263.68%-247.3pp | 478.82%-462.5pp |
| Employer contribution / active EE | $3,675 | $5,299-30.6% | $4,831-23.9% | $4,839-24.1% |
| Participant deferral / active EE | $12,310 | $7,751+58.8% | $7,353+67.4% | $6,342+94.1% |
| Admin fee / account holder | $7,165 | $12,559-43.0% | $10,802-33.7% | $12,315-41.8% |