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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 | $574,056 | $165,399+247.1% | $149,745+283.4% | $158,982+261.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 11.85% | 348.34%-336.5pp | 276.72%-264.9pp | 302.99%-291.1pp |
| Employer contribution / active EE | $16,179 | $5,105+216.9% | $4,646+248.3% | $4,763+239.7% |
| Participant deferral / active EE | $5,399 | $7,183-24.8% | $6,843-21.1% | $5,983-9.8% |
| Admin fee / account holder | $954 | $10,811-91.2% | $9,312-89.8% | $11,252-91.5% |