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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 | $532,378 | $223,823+137.9% | $211,142+152.1% | $154,746+244.0% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 15.09% | 50.39%-35.3pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $24,077 | $6,787+254.8% | $6,442+273.7% | $4,379+449.8% |
| Participant deferral / active EE | $21,280 | $9,750+118.2% | $9,284+129.2% | $6,730+216.2% |
| Admin fee / account holder | $19,564 | $19,707-0.7% | $19,076+2.6% | $14,365+36.2% |