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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 | $420,818 | $162,136+159.5% | $152,301+176.3% | $154,746+171.9% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 15.55% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $24,803 | $4,890+407.2% | $4,624+436.3% | $4,379+466.4% |
| Participant deferral / active EE | $15,091 | $8,341+80.9% | $8,004+88.5% | $6,730+124.2% |
| Admin fee / account holder | $24,059 | $15,759+52.7% | $14,398+67.1% | $14,365+67.5% |