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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 | $463,202 | $209,336+121.3% | $197,124+135.0% | $137,256+237.5% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 24.37% | 48.09%-23.7pp | 44.34%-20.0pp | 220.34%-196.0pp |
| Employer contribution / active EE | $11,309 | $6,591+71.6% | $6,227+81.6% | $4,156+172.1% |
| Participant deferral / active EE | $16,021 | $9,614+66.6% | $9,135+75.4% | $6,407+150.1% |
| Admin fee / account holder | $97,878 | $17,308+465.5% | $16,298+500.5% | $12,270+697.7% |