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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 | $303,127 | $154,228+96.5% | $145,433+108.4% | $137,256+120.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 13.30% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $11,017 | $4,804+129.3% | $4,554+141.9% | $4,156+165.1% |
| Participant deferral / active EE | $10,786 | $8,216+31.3% | $7,897+36.6% | $6,407+68.4% |
| Admin fee / account holder | $71,239 | $14,344+396.7% | $13,129+442.6% | $12,270+480.6% |