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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 | $635,313 | $162,136+291.8% | $152,301+317.1% | $154,746+310.6% |
| Participation rate | 70.6% | 84.1%-13.5pp | 82.4%-11.9pp | 80.7%-10.1pp |
| Annual return | 19.70% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,375 | $4,890-51.4% | $4,624-48.6% | $4,379-45.8% |
| Participant deferral / active EE | $15,285 | $8,341+83.3% | $8,004+91.0% | $6,730+127.1% |
| Admin fee / account holder | $350 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |