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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 | $639,060 | $181,062+253.0% | $158,223+303.9% | $155,188+311.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 19.25% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.6pp |
| Employer contribution / active EE | $9,870 | $4,565+116.2% | $4,109+140.2% | $4,248+132.4% |
| Participant deferral / active EE | $7,040 | $6,134+14.8% | $5,467+28.8% | $6,531+7.8% |
| Admin fee / account holder | $25,652 | $18,825+36.3% | $16,047+59.9% | $14,480+77.2% |