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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 | $351,550 | $165,381+112.6% | $149,730+134.8% | $158,966+121.1% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 18.51% | 348.29%-329.8pp | 276.70%-258.2pp | 302.95%-284.4pp |
| Employer contribution / active EE | $9,779 | $5,104+91.6% | $4,645+110.5% | $4,762+105.3% |
| Participant deferral / active EE | $10,169 | $7,182+41.6% | $6,843+48.6% | $5,983+70.0% |
| Admin fee / account holder | $16,630 | $10,809+53.8% | $9,310+78.6% | $11,250+47.8% |