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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 | $481,488 | $201,370+139.1% | $184,256+161.3% | $145,897+230.0% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 15.39% | 29.05%-13.7pp | 28.85%-13.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $23,017 | $7,024+227.7% | $6,427+258.1% | $4,663+393.6% |
| Participant deferral / active EE | $12,426 | $9,808+26.7% | $9,133+36.1% | $6,689+85.8% |
| Admin fee / account holder | $38,801 | $16,364+137.1% | $13,899+179.2% | $13,390+189.8% |