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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 | $495,687 | $185,312+167.5% | $161,489+206.9% | $154,746+220.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 15.25% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $18,758 | $4,769+293.3% | $4,268+339.5% | $4,379+328.4% |
| Participant deferral / active EE | $12,194 | $6,350+92.0% | $5,630+116.6% | $6,730+81.2% |
| Admin fee / account holder | $1,406 | $18,654-92.5% | $16,006-91.2% | $14,365-90.2% |