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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 | $628,471 | $154,228+307.5% | $145,433+332.1% | $137,256+357.9% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 12.76% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $9,521 | $4,804+98.2% | $4,554+109.0% | $4,156+129.1% |
| Participant deferral / active EE | $17,755 | $8,216+116.1% | $7,897+124.8% | $6,407+177.1% |
| Admin fee / account holder | $2,533 | $14,344-82.3% | $13,129-80.7% | $12,270-79.4% |