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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 | $409,429 | $162,136+152.5% | $152,301+168.8% | $154,746+164.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 13.73% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $13,603 | $4,890+178.2% | $4,624+194.2% | $4,379+210.6% |
| Participant deferral / active EE | $15,094 | $8,341+81.0% | $8,004+88.6% | $6,730+124.3% |
| Admin fee / account holder | $19,855 | $15,759+26.0% | $14,398+37.9% | $14,365+38.2% |