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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 | $546,655 | $162,136+237.2% | $152,301+258.9% | $154,746+253.3% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 11.75% | 91.02%-79.3pp | 80.50%-68.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $5,326 | $4,890+8.9% | $4,624+15.2% | $4,379+21.6% |
| Participant deferral / active EE | $11,086 | $8,341+32.9% | $8,004+38.5% | $6,730+64.7% |
| Admin fee / account holder | $27,384 | $15,759+73.8% | $14,398+90.2% | $14,365+90.6% |