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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 | $551,406 | $202,440+172.4% | $169,390+225.5% | $139,466+295.4% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.6pp |
| Annual return | 18.61% | 532.36%-513.8pp | 406.07%-387.5pp | 373.66%-355.1pp |
| Employer contribution / active EE | $9,974 | $4,693+112.5% | $4,013+148.6% | $4,754+109.8% |
| Participant deferral / active EE | $9,436 | $6,940+36.0% | $6,222+51.6% | $6,712+40.6% |
| Admin fee / account holder | $2,643 | $10,722-75.4% | $9,015-70.7% | $11,409-76.8% |