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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 | $518,444 | $154,228+236.2% | $145,433+256.5% | $137,256+277.7% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 17.54% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $9,589 | $4,804+99.6% | $4,554+110.5% | $4,156+130.7% |
| Participant deferral / active EE | $22,662 | $8,216+175.8% | $7,897+187.0% | $6,407+253.7% |
| Admin fee / account holder | $7,384 | $14,344-48.5% | $13,129-43.8% | $12,270-39.8% |