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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 | $718,917 | $166,242+332.5% | $165,071+335.5% | $145,884+392.8% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%-0.1pp | 80.3%-1.7pp |
| Annual return | 11.86% | 100.44%-88.6pp | 70.17%-58.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $6,781 | $5,283+28.3% | $4,347+56.0% | $4,662+45.4% |
| Participant deferral / active EE | $4,227 | $6,964-39.3% | $6,035-30.0% | $6,690-36.8% |
| Admin fee / account holder | $29,096 | $16,658+74.7% | $12,695+129.2% | $13,392+117.3% |