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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 | $961,789 | $156,398+515.0% | $147,318+552.9% | $138,895+592.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 20.91% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $12,823 | $4,853+164.2% | $4,593+179.2% | $4,194+205.7% |
| Participant deferral / active EE | $14,041 | $8,237+70.5% | $7,906+77.6% | $6,396+119.5% |
| Admin fee / account holder | $687 | $14,976-95.4% | $13,708-95.0% | $12,562-94.5% |