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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 | $486,625 | $183,516+165.2% | $155,534+212.9% | $145,884+233.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 21.34% | 61.43%-40.1pp | 64.92%-43.6pp | 551.85%-530.5pp |
| Employer contribution / active EE | $13,657 | $5,315+157.0% | $4,675+192.1% | $4,662+192.9% |
| Participant deferral / active EE | $9,676 | $6,467+49.6% | $5,630+71.9% | $6,690+44.6% |
| Admin fee / account holder | $16,367 | $19,293-15.2% | $15,900+2.9% | $13,392+22.2% |