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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 | $516,300 | $227,291+127.2% | $214,702+140.5% | $155,188+232.7% |
| Participation rate | 87.5% | 88.0%-0.5pp | 87.5%0pp | 80.8%+6.7pp |
| Annual return | 21.19% | 60.08%-38.9pp | 54.55%-33.4pp | 148.84%-127.7pp |
| Employer contribution / active EE | $21,111 | $6,772+211.8% | $6,461+226.8% | $4,248+397.0% |
| Participant deferral / active EE | $11,297 | $9,582+17.9% | $9,147+23.5% | $6,531+73.0% |
| Admin fee / account holder | $167,518 | $20,413+720.7% | $19,830+744.8% | $14,480+1056.9% |