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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 | $479,638 | $154,228+211.0% | $145,433+229.8% | $137,256+249.4% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 14.29% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $11,858 | $4,804+146.8% | $4,554+160.4% | $4,156+185.3% |
| Participant deferral / active EE | $12,625 | $8,216+53.7% | $7,897+59.9% | $6,407+97.1% |
| Admin fee / account holder | $16,781 | $14,344+17.0% | $13,129+27.8% | $12,270+36.8% |