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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 | $588,185 | $162,136+262.8% | $152,301+286.2% | $154,746+280.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 14.90% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,827 | $4,890-21.7% | $4,624-17.3% | $4,379-12.6% |
| Participant deferral / active EE | $12,309 | $8,341+47.6% | $8,004+53.8% | $6,730+82.9% |
| Admin fee / account holder | $20,991 | $15,759+33.2% | $14,398+45.8% | $14,365+46.1% |