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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 | $223,823+140.2% | $211,142+154.7% | $154,746+247.5% |
| Participation rate | 84.2% | 87.9%-3.6pp | 87.3%-3.1pp | 80.7%+3.5pp |
| Annual return | 22.30% | 50.39%-28.1pp | 46.84%-24.5pp | 172.34%-150.0pp |
| Employer contribution / active EE | $8,028 | $6,787+18.3% | $6,442+24.6% | $4,379+83.3% |
| Participant deferral / active EE | $19,419 | $9,750+99.2% | $9,284+109.2% | $6,730+188.5% |
| Admin fee / account holder | $32,867 | $19,707+66.8% | $19,076+72.3% | $14,365+128.8% |