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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 | $537,691 | $209,336+156.9% | $197,124+172.8% | $137,256+291.7% |
| Participation rate | 84.2% | 87.3%-3.1pp | 86.7%-2.5pp | 80.0%+4.3pp |
| Annual return | 22.30% | 48.09%-25.8pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $8,028 | $6,591+21.8% | $6,227+28.9% | $4,156+93.2% |
| Participant deferral / active EE | $19,419 | $9,614+102.0% | $9,135+112.6% | $6,407+203.1% |
| Admin fee / account holder | $32,867 | $17,308+89.9% | $16,298+101.7% | $12,270+167.9% |