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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 | $378,002 | $156,398+141.7% | $147,318+156.6% | $138,895+172.1% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 79.9%+10.6pp |
| Annual return | 12.25% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $5,673 | $4,853+16.9% | $4,593+23.5% | $4,194+35.3% |
| Participant deferral / active EE | $13,792 | $8,237+67.4% | $7,906+74.4% | $6,396+115.6% |
| Admin fee / account holder | $33,540 | $14,976+124.0% | $13,708+144.7% | $12,562+167.0% |