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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 | $779,426 | $209,422+272.2% | $178,503+336.6% | $158,982+390.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 21.28% | 188.81%-167.5pp | 151.12%-129.8pp | 302.99%-281.7pp |
| Employer contribution / active EE | $9,482 | $5,707+66.1% | $5,011+89.2% | $4,763+99.1% |
| Participant deferral / active EE | $5,836 | $5,955-2.0% | $5,202+12.2% | $5,983-2.5% |
| Admin fee / account holder | $15,209 | $17,079-11.0% | $13,987+8.7% | $11,252+35.2% |