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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 | $212,386+150.7% | $199,883+166.3% | $138,895+283.3% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.9pp | 79.9%+11.7pp |
| Annual return | 15.09% | 47.75%-32.7pp | 43.81%-28.7pp | 145.39%-130.3pp |
| Employer contribution / active EE | $24,077 | $6,625+263.4% | $6,261+284.5% | $4,194+474.0% |
| Participant deferral / active EE | $21,280 | $9,617+121.3% | $9,138+132.9% | $6,396+232.7% |
| Admin fee / account holder | $19,564 | $18,233+7.3% | $17,268+13.3% | $12,562+55.7% |