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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 | $563,366 | $154,228+265.3% | $145,433+287.4% | $137,256+310.4% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 17.33% | 74.59%-57.3pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $12,602 | $4,804+162.3% | $4,554+176.7% | $4,156+203.2% |
| Participant deferral / active EE | $14,370 | $8,216+74.9% | $7,897+82.0% | $6,407+124.3% |
| Admin fee / account holder | $18,169 | $14,344+26.7% | $13,129+38.4% | $12,270+48.1% |