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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 | $678,767 | $162,136+318.6% | $152,301+345.7% | $154,746+338.6% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 22.62% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $5,790 | $4,890+18.4% | $4,624+25.2% | $4,379+32.2% |
| Participant deferral / active EE | $9,640 | $8,341+15.6% | $8,004+20.4% | $6,730+43.2% |
| Admin fee / account holder | $22,324 | $15,759+41.7% | $14,398+55.0% | $14,365+55.4% |