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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 | $154,228+308.1% | $145,433+332.8% | $137,256+358.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 17.65% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $7,700 | $4,804+60.3% | $4,554+69.1% | $4,156+85.3% |
| Participant deferral / active EE | $17,569 | $8,216+113.8% | $7,897+122.5% | $6,407+174.2% |
| Admin fee / account holder | $88,459 | $14,344+516.7% | $13,129+573.8% | $12,270+620.9% |