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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 | $636,129 | $156,398+306.7% | $147,318+331.8% | $138,895+358.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 17.28% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $19,914 | $4,853+310.3% | $4,593+333.6% | $4,194+374.8% |
| Participant deferral / active EE | $15,554 | $8,237+88.8% | $7,906+96.7% | $6,396+143.2% |
| Admin fee / account holder | $6,226 | $14,976-58.4% | $13,708-54.6% | $12,562-50.4% |