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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 | $574,155 | $201,372+185.1% | $184,260+211.6% | $145,884+293.6% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 15.99% | 29.04%-13.0pp | 28.84%-12.8pp | 551.85%-535.9pp |
| Employer contribution / active EE | $5,293 | $7,024-24.6% | $6,427-17.7% | $4,662+13.5% |
| Participant deferral / active EE | $11,721 | $9,808+19.5% | $9,133+28.3% | $6,690+75.2% |
| Admin fee / account holder | $14,568 | $16,362-11.0% | $13,898+4.8% | $13,392+8.8% |