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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 | $503,183 | $156,398+221.7% | $147,318+241.6% | $138,895+262.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 18.34% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $5,069 | $4,853+4.4% | $4,593+10.4% | $4,194+20.9% |
| Participant deferral / active EE | $12,954 | $8,237+57.3% | $7,906+63.8% | $6,396+102.5% |
| Admin fee / account holder | $2,689 | $14,976-82.0% | $13,708-80.4% | $12,562-78.6% |