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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 | $540,667 | $201,344+168.5% | $184,243+193.5% | $145,877+270.6% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 15.17% | 29.01%-13.8pp | 28.82%-13.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $26,166 | $7,022+272.6% | $6,427+307.1% | $4,663+461.1% |
| Participant deferral / active EE | $17,308 | $9,807+76.5% | $9,132+89.5% | $6,691+158.7% |
| Admin fee / account holder | $29,408 | $16,382+79.5% | $13,914+111.4% | $13,402+119.4% |