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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 | $436,731 | $201,344+116.9% | $184,243+137.0% | $145,877+199.4% |
| Participation rate | 72.2% | 87.5%-15.3pp | 86.8%-14.6pp | 80.3%-8.1pp |
| Annual return | 12.93% | 29.01%-16.1pp | 28.82%-15.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $20,437 | $7,022+191.0% | $6,427+218.0% | $4,663+338.3% |
| Participant deferral / active EE | $20,448 | $9,807+108.5% | $9,132+123.9% | $6,691+205.6% |
| Admin fee / account holder | $17,958 | $16,382+9.6% | $13,914+29.1% | $13,402+34.0% |