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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 | $577,988 | $217,432+165.8% | $185,851+211.0% | $167,553+245.0% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 18.28% | 148.43%-130.2pp | 122.11%-103.8pp | 478.89%-460.6pp |
| Employer contribution / active EE | $16,801 | $5,874+186.0% | $5,168+225.1% | $4,840+247.1% |
| Participant deferral / active EE | $11,379 | $6,357+79.0% | $5,569+104.4% | $6,343+79.4% |
| Admin fee / account holder | $910 | $19,820-95.4% | $16,245-94.4% | $12,316-92.6% |