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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 | $584,890 | $183,592+218.6% | $155,574+276.0% | $145,877+300.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 28.19% | 61.37%-33.2pp | 64.87%-36.7pp | 551.28%-523.1pp |
| Employer contribution / active EE | $7,250 | $5,317+36.4% | $4,676+55.0% | $4,663+55.5% |
| Participant deferral / active EE | $20,663 | $6,466+219.6% | $5,629+267.1% | $6,691+208.8% |
| Admin fee / account holder | $3,096 | $19,316-84.0% | $15,914-80.5% | $13,402-76.9% |