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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 | $625,347 | $159,934+291.0% | $147,005+325.4% | $145,959+328.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 21.56% | 98.24%-76.7pp | 418.76%-397.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $4,242 | $5,287-19.8% | $4,934-14.0% | $4,661-9.0% |
| Participant deferral / active EE | $10,019 | $8,427+18.9% | $8,070+24.2% | $6,689+49.8% |
| Admin fee / account holder | $1,950 | $15,053-87.0% | $13,006-85.0% | $13,398-85.4% |