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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 | $485,369 | $154,228+214.7% | $145,433+233.7% | $137,256+253.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.17% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $9,194 | $4,804+91.4% | $4,554+101.9% | $4,156+121.2% |
| Participant deferral / active EE | $34,923 | $8,216+325.0% | $7,897+342.2% | $6,407+445.1% |
| Admin fee / account holder | $237,198 | $14,344+1553.7% | $13,129+1706.7% | $12,270+1833.1% |