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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 | $623,455 | $172,111+262.2% | $150,298+314.8% | $137,256+354.2% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 13.90% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $11,148 | $4,636+140.4% | $4,154+168.4% | $4,156+168.2% |
| Participant deferral / active EE | $13,112 | $6,166+112.7% | $5,453+140.5% | $6,407+104.7% |
| Admin fee / account holder | $19,179 | $16,471+16.4% | $14,116+35.9% | $12,270+56.3% |