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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 | $521,672 | $209,336+149.2% | $197,124+164.6% | $137,256+280.1% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 14.73% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $9,397 | $6,591+42.6% | $6,227+50.9% | $4,156+126.1% |
| Participant deferral / active EE | $22,137 | $9,614+130.3% | $9,135+142.3% | $6,407+245.5% |
| Admin fee / account holder | $23,008 | $17,308+32.9% | $16,298+41.2% | $12,270+87.5% |