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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 | $162,136+247.5% | $152,301+269.9% | $154,746+264.1% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 17.33% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $12,602 | $4,890+157.7% | $4,624+172.5% | $4,379+187.8% |
| Participant deferral / active EE | $14,370 | $8,341+72.3% | $8,004+79.5% | $6,730+113.5% |
| Admin fee / account holder | $18,169 | $15,759+15.3% | $14,398+26.2% | $14,365+26.5% |