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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 | $223,823+107.0% | $211,142+119.4% | $154,746+199.3% |
| Participation rate | 90.9% | 87.9%+3.1pp | 87.3%+3.6pp | 80.7%+10.2pp |
| Annual return | 24.37% | 50.39%-26.0pp | 46.84%-22.5pp | 172.34%-148.0pp |
| Employer contribution / active EE | $11,309 | $6,787+66.6% | $6,442+75.5% | $4,379+158.3% |
| Participant deferral / active EE | $16,021 | $9,750+64.3% | $9,284+72.6% | $6,730+138.0% |
| Admin fee / account holder | $97,878 | $19,707+396.7% | $19,076+413.1% | $14,365+581.4% |