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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 | $615,311 | $165,399+272.0% | $149,745+310.9% | $158,982+287.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 23.98% | 348.34%-324.4pp | 276.72%-252.7pp | 302.99%-279.0pp |
| Employer contribution / active EE | $9,341 | $5,105+83.0% | $4,646+101.1% | $4,763+96.1% |
| Participant deferral / active EE | $11,830 | $7,183+64.7% | $6,843+72.9% | $5,983+97.7% |
| Admin fee / account holder | $390 | $10,811-96.4% | $9,312-95.8% | $11,252-96.5% |