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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 | $674,562 | $166,089+306.1% | $164,928+309.0% | $145,978+362.1% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 14.47% | 100.26%-85.8pp | 70.08%-55.6pp | 550.52%-536.0pp |
| Employer contribution / active EE | $4,401 | $5,276-16.6% | $4,343+1.3% | $4,662-5.6% |
| Participant deferral / active EE | $11,836 | $6,961+70.0% | $6,034+96.2% | $6,690+76.9% |
| Admin fee / account holder | $14,052 | $16,641-15.6% | $12,684+10.8% | $13,400+4.9% |