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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 | $539,698 | $176,105+206.5% | $159,474+238.4% | $167,536+222.1% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.94% | 331.91%-316.0pp | 263.68%-247.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $5,290 | $5,299-0.2% | $4,831+9.5% | $4,839+9.3% |
| Participant deferral / active EE | $18,008 | $7,751+132.3% | $7,353+144.9% | $6,342+183.9% |
| Admin fee / account holder | $13,338 | $12,559+6.2% | $10,802+23.5% | $12,315+8.3% |