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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 | $726,049 | $154,228+370.8% | $145,433+399.2% | $137,256+429.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 15.89% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $21,065 | $4,804+338.5% | $4,554+362.5% | $4,156+406.9% |
| Participant deferral / active EE | $15,079 | $8,216+83.5% | $7,897+90.9% | $6,407+135.4% |
| Admin fee / account holder | $10,019 | $14,344-30.1% | $13,129-23.7% | $12,270-18.3% |