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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 | $915,157 | $154,228+493.4% | $145,433+529.3% | $137,256+566.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.72% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $22,202 | $4,804+362.2% | $4,554+387.5% | $4,156+434.2% |
| Participant deferral / active EE | $8,965 | $8,216+9.1% | $7,897+13.5% | $6,407+39.9% |
| Admin fee / account holder | $73,725 | $14,344+414.0% | $13,129+461.5% | $12,270+500.8% |