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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 | $615,898 | $212,386+190.0% | $199,883+208.1% | $138,895+343.4% |
| Participation rate | 92.9% | 87.4%+5.5pp | 86.8%+6.1pp | 79.9%+12.9pp |
| Annual return | 15.63% | 47.75%-32.1pp | 43.81%-28.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $10,607 | $6,625+60.1% | $6,261+69.4% | $4,194+152.9% |
| Participant deferral / active EE | $22,305 | $9,617+131.9% | $9,138+144.1% | $6,396+248.7% |
| Admin fee / account holder | $65,186 | $18,233+257.5% | $17,268+277.5% | $12,562+418.9% |