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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 | $489,160 | $148,623+229.1% | $135,974+259.7% | $139,466+250.7% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 21.82% | 79.30%-57.5pp | 68.30%-46.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $7,281 | $5,246+38.8% | $4,859+49.9% | $4,754+53.2% |
| Participant deferral / active EE | $12,471 | $8,103+53.9% | $7,760+60.7% | $6,712+85.8% |
| Admin fee / account holder | $926 | $12,406-92.5% | $10,767-91.4% | $11,409-91.9% |