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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 | $545,391 | $217,432+150.8% | $185,849+193.5% | $167,536+225.5% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 21.61% | 148.42%-126.8pp | 122.10%-100.5pp | 478.82%-457.2pp |
| Employer contribution / active EE | $19,714 | $5,875+235.6% | $5,169+281.4% | $4,839+307.4% |
| Participant deferral / active EE | $18,591 | $6,357+192.4% | $5,569+233.8% | $6,342+193.1% |
| Admin fee / account holder | $9,607 | $19,818-51.5% | $16,244-40.9% | $12,315-22.0% |