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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 | $418,998 | $176,105+137.9% | $159,474+162.7% | $167,536+150.1% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 14.35% | 331.91%-317.6pp | 263.68%-249.3pp | 478.82%-464.5pp |
| Employer contribution / active EE | $6,131 | $5,299+15.7% | $4,831+26.9% | $4,839+26.7% |
| Participant deferral / active EE | $11,652 | $7,751+50.3% | $7,353+58.5% | $6,342+83.7% |
| Admin fee / account holder | $28,669 | $12,559+128.3% | $10,802+165.4% | $12,315+132.8% |