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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 | $617,689 | $181,062+241.1% | $158,223+290.4% | $155,188+298.0% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 14.58% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $3,270 | $4,565-28.4% | $4,109-20.4% | $4,248-23.0% |
| Participant deferral / active EE | $10,422 | $6,134+69.9% | $5,467+90.6% | $6,531+59.6% |
| Admin fee / account holder | $2,315 | $18,825-87.7% | $16,047-85.6% | $14,480-84.0% |