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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 | $752,370 | $162,136+364.0% | $152,301+394.0% | $154,746+386.2% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 19.76% | 91.02%-71.3pp | 80.50%-60.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $25,772 | $4,890+427.0% | $4,624+457.3% | $4,379+488.5% |
| Participant deferral / active EE | $18,315 | $8,341+119.6% | $8,004+128.8% | $6,730+172.1% |
| Admin fee / account holder | $2,399 | $15,759-84.8% | $14,398-83.3% | $14,365-83.3% |