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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 | $629,416 | $162,136+288.2% | $152,301+313.3% | $154,746+306.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 17.65% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $7,700 | $4,890+57.4% | $4,624+66.5% | $4,379+75.8% |
| Participant deferral / active EE | $17,569 | $8,341+110.6% | $8,004+119.5% | $6,730+161.0% |
| Admin fee / account holder | $88,459 | $15,759+461.3% | $14,398+514.4% | $14,365+515.8% |