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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 | $465,362 | $172,111+170.4% | $150,298+209.6% | $137,256+239.0% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 16.51% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $27,855 | $4,636+500.8% | $4,154+570.5% | $4,156+570.2% |
| Participant deferral / active EE | $28,485 | $6,166+362.0% | $5,453+422.4% | $6,407+344.6% |
| Admin fee / account holder | $43,578 | $16,471+164.6% | $14,116+208.7% | $12,270+255.2% |