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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 | $837,716 | $212,386+294.4% | $199,883+319.1% | $138,895+503.1% |
| Participation rate | 94.4% | 87.4%+7.1pp | 86.8%+7.7pp | 79.9%+14.5pp |
| Annual return | 19.27% | 47.75%-28.5pp | 43.81%-24.5pp | 145.39%-126.1pp |
| Employer contribution / active EE | $14,244 | $6,625+115.0% | $6,261+127.5% | $4,194+239.6% |
| Participant deferral / active EE | $18,710 | $9,617+94.5% | $9,138+104.7% | $6,396+192.5% |
| Admin fee / account holder | $12,124 | $18,233-33.5% | $17,268-29.8% | $12,562-3.5% |