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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 | $532,271 | $198,457+168.2% | $170,435+212.3% | $147,586+260.7% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 14.47% | 257.30%-242.8pp | 205.94%-191.5pp | 578.59%-564.1pp |
| Employer contribution / active EE | $9,389 | $6,183+51.9% | $5,432+72.8% | $4,876+92.5% |
| Participant deferral / active EE | $9,568 | $5,629+70.0% | $4,939+93.7% | $5,439+75.9% |
| Admin fee / account holder | $28,644 | $16,852+70.0% | $13,881+106.4% | $10,886+163.1% |