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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 | $495,687 | $227,399+118.0% | $189,758+161.2% | $198,609+149.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 15.25% | 61.03%-45.8pp | 52.62%-37.4pp | 202.70%-187.4pp |
| Employer contribution / active EE | $18,758 | $5,526+239.4% | $4,767+293.5% | $5,055+271.1% |
| Participant deferral / active EE | $12,194 | $6,837+78.4% | $5,856+108.2% | $6,977+74.8% |
| Admin fee / account holder | $1,406 | $25,162-94.4% | $20,388-93.1% | $19,030-92.6% |