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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 | $604,383 | $157,304+284.2% | $141,197+328.0% | $152,909+295.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 27.83% | 64.34%-36.5pp | 71.41%-43.6pp | 345.46%-317.6pp |
| Employer contribution / active EE | $9,527 | $5,263+81.0% | $4,736+101.2% | $4,764+100.0% |
| Participant deferral / active EE | $6,991 | $7,111-1.7% | $6,710+4.2% | $5,851+19.5% |
| Admin fee / account holder | $11,614 | $12,126-4.2% | $10,265+13.1% | $11,601+0.1% |