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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 | $775,749 | $175,231+342.7% | $149,696+418.2% | $139,466+456.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.62% | 166.77%-150.2pp | 134.46%-117.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $7,758 | $5,478+41.6% | $4,821+60.9% | $4,754+63.2% |
| Participant deferral / active EE | $22,302 | $6,521+242.0% | $5,682+292.5% | $6,712+232.3% |
| Admin fee / account holder | $5,974 | $16,155-63.0% | $13,212-54.8% | $11,409-47.6% |