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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 | $449,795 | $165,399+171.9% | $149,745+200.4% | $158,982+182.9% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 13.70% | 348.34%-334.6pp | 276.72%-263.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $11,615 | $5,105+127.5% | $4,646+150.0% | $4,763+143.9% |
| Participant deferral / active EE | $9,152 | $7,183+27.4% | $6,843+33.7% | $5,983+53.0% |
| Admin fee / account holder | $1,510 | $10,811-86.0% | $9,312-83.8% | $11,252-86.6% |