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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 | $183,627+225.1% | $155,602+283.6% | $145,978+308.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 22.75% | 61.32%-38.6pp | 64.81%-42.1pp | 550.52%-527.8pp |
| Employer contribution / active EE | $19,766 | $5,316+271.8% | $4,675+322.8% | $4,662+324.0% |
| Participant deferral / active EE | $10,700 | $6,466+65.5% | $5,629+90.1% | $6,690+60.0% |
| Admin fee / account holder | $22,939 | $19,327+18.7% | $15,923+44.1% | $13,400+71.2% |