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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 | $641,098 | $148,623+331.4% | $135,974+371.5% | $139,466+359.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.40% | 79.30%-64.9pp | 68.30%-53.9pp | 373.66%-359.3pp |
| Employer contribution / active EE | $15,019 | $5,246+186.3% | $4,859+209.1% | $4,754+215.9% |
| Participant deferral / active EE | $10,233 | $8,103+26.3% | $7,760+31.9% | $6,712+52.5% |
| Admin fee / account holder | $62,769 | $12,406+406.0% | $10,767+483.0% | $11,409+450.2% |