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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 | $502,511 | $181,062+177.5% | $158,223+217.6% | $155,188+223.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 17.34% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.5pp |
| Employer contribution / active EE | $9,225 | $4,565+102.1% | $4,109+124.5% | $4,248+117.2% |
| Participant deferral / active EE | $10,409 | $6,134+69.7% | $5,467+90.4% | $6,531+59.4% |
| Admin fee / account holder | $2,288 | $18,825-87.8% | $16,047-85.7% | $14,480-84.2% |