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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 | $914,274 | $154,228+492.8% | $145,433+528.7% | $137,256+566.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.47% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $21,326 | $4,804+343.9% | $4,554+368.2% | $4,156+413.1% |
| Participant deferral / active EE | $18,976 | $8,216+131.0% | $7,897+140.3% | $6,407+196.2% |
| Admin fee / account holder | $3,232 | $14,344-77.5% | $13,129-75.4% | $12,270-73.7% |