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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 | $594,518 | $156,398+280.1% | $147,318+303.6% | $138,895+328.0% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 79.9%-3.7pp |
| Annual return | 16.81% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $15,657 | $4,853+222.6% | $4,593+240.9% | $4,194+273.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,963 | $14,976-46.8% | $13,708-41.9% | $12,562-36.6% |