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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 | $635,600 | $183,516+246.3% | $155,534+308.7% | $145,884+335.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.86% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $10,094 | $5,315+89.9% | $4,675+115.9% | $4,662+116.5% |
| Participant deferral / active EE | $7,544 | $6,467+16.7% | $5,630+34.0% | $6,690+12.8% |
| Admin fee / account holder | $4,561 | $19,293-76.4% | $15,900-71.3% | $13,392-65.9% |