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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 | $596,944 | $183,539+225.2% | $155,556+283.7% | $145,897+309.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 22.75% | 61.31%-38.6pp | 64.84%-42.1pp | 552.29%-529.5pp |
| Employer contribution / active EE | $19,766 | $5,315+271.9% | $4,675+322.8% | $4,663+323.9% |
| Participant deferral / active EE | $10,700 | $6,467+65.5% | $5,631+90.0% | $6,689+60.0% |
| Admin fee / account holder | $22,939 | $19,275+19.0% | $15,885+44.4% | $13,390+71.3% |