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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 | $707,821 | $209,336+238.1% | $197,124+259.1% | $137,256+415.7% |
| Participation rate | 95.0% | 87.3%+7.7pp | 86.7%+8.3pp | 80.0%+15.0pp |
| Annual return | 28.17% | 48.09%-19.9pp | 44.34%-16.2pp | 220.34%-192.2pp |
| Employer contribution / active EE | $49,901 | $6,591+657.1% | $6,227+701.3% | $4,156+1100.7% |
| Participant deferral / active EE | $7,625 | $9,614-20.7% | $9,135-16.5% | $6,407+19.0% |
| Admin fee / account holder | $35,245 | $17,308+103.6% | $16,298+116.3% | $12,270+187.2% |