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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 | $789,123 | $176,120+348.1% | $159,487+394.8% | $167,553+371.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.99% | 331.95%-313.0pp | 263.71%-244.7pp | 478.89%-459.9pp |
| Employer contribution / active EE | $17,682 | $5,299+233.7% | $4,831+266.0% | $4,840+265.4% |
| Participant deferral / active EE | $3,000 | $7,752-61.3% | $7,354-59.2% | $6,343-52.7% |
| Admin fee / account holder | $614 | $12,561-95.1% | $10,804-94.3% | $12,316-95.0% |