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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 | $183,516+218.7% | $155,534+276.1% | $145,884+300.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 28.19% | 61.43%-33.2pp | 64.92%-36.7pp | 551.85%-523.7pp |
| Employer contribution / active EE | $7,250 | $5,315+36.4% | $4,675+55.1% | $4,662+55.5% |
| Participant deferral / active EE | $20,663 | $6,467+219.5% | $5,630+267.0% | $6,690+208.9% |
| Admin fee / account holder | $3,096 | $19,293-84.0% | $15,900-80.5% | $13,392-76.9% |