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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 | $275,752+93.1% | $256,809+107.3% | $198,609+168.1% |
| Participation rate | 91.7% | 89.2%+2.5pp | 88.5%+3.1pp | 82.4%+9.3pp |
| Annual return | 15.09% | 34.81%-19.7pp | 32.73%-17.6pp | 202.70%-187.6pp |
| Employer contribution / active EE | $24,077 | $7,721+211.8% | $7,263+231.5% | $5,055+376.3% |
| Participant deferral / active EE | $21,280 | $10,037+112.0% | $9,520+123.5% | $6,977+205.0% |
| Admin fee / account holder | $19,564 | $25,716-23.9% | $25,146-22.2% | $19,030+2.8% |