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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 | $533,376 | $159,934+233.5% | $147,005+262.8% | $145,959+265.4% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 18.62% | 98.24%-79.6pp | 418.76%-400.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $9,487 | $5,287+79.4% | $4,934+92.3% | $4,661+103.5% |
| Participant deferral / active EE | $10,631 | $8,427+26.1% | $8,070+31.7% | $6,689+58.9% |
| Admin fee / account holder | $17,621 | $15,053+17.1% | $13,006+35.5% | $13,398+31.5% |