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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 | $715,720 | $156,398+357.6% | $147,318+385.8% | $138,895+415.3% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 14.24% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $25,086 | $4,853+416.9% | $4,593+446.2% | $4,194+498.1% |
| Participant deferral / active EE | $10,895 | $8,237+32.3% | $7,906+37.8% | $6,396+70.3% |
| Admin fee / account holder | $47,954 | $14,976+220.2% | $13,708+249.8% | $12,562+281.7% |