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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 | $486,976 | $165,381+194.5% | $149,730+225.2% | $158,966+206.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 16.31% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.6pp |
| Employer contribution / active EE | $7,824 | $5,104+53.3% | $4,645+68.4% | $4,762+64.3% |
| Participant deferral / active EE | $12,380 | $7,182+72.4% | $6,843+80.9% | $5,983+106.9% |
| Admin fee / account holder | $20,629 | $10,809+90.8% | $9,310+121.6% | $11,250+83.4% |