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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 | $514,016 | $183,592+180.0% | $155,574+230.4% | $145,877+252.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.93% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $15,681 | $5,317+194.9% | $4,676+235.4% | $4,663+236.3% |
| Participant deferral / active EE | $13,408 | $6,466+107.4% | $5,629+138.2% | $6,691+100.4% |
| Admin fee / account holder | $2,850 | $19,316-85.2% | $15,914-82.1% | $13,402-78.7% |