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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 | $515,308 | $154,228+234.1% | $145,433+254.3% | $137,256+275.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.76% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $17,432 | $4,804+262.9% | $4,554+282.7% | $4,156+319.4% |
| Participant deferral / active EE | $16,647 | $8,216+102.6% | $7,897+110.8% | $6,407+159.8% |
| Admin fee / account holder | $3,534 | $14,344-75.4% | $13,129-73.1% | $12,270-71.2% |