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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 | $400,937 | $154,228+160.0% | $145,433+175.7% | $137,256+192.1% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 14.46% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $5,913 | $4,804+23.1% | $4,554+29.8% | $4,156+42.3% |
| Participant deferral / active EE | $10,957 | $8,216+33.4% | $7,897+38.7% | $6,407+71.0% |
| Admin fee / account holder | $48,009 | $14,344+234.7% | $13,129+265.7% | $12,270+291.3% |