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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 | $628,009 | $209,874+199.2% | $189,537+231.3% | $167,536+274.9% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 13.96% | 748.61%-734.7pp | 555.34%-541.4pp | 478.82%-464.9pp |
| Employer contribution / active EE | $29,589 | $6,913+328.0% | $6,161+380.3% | $4,839+511.5% |
| Participant deferral / active EE | $16,108 | $8,934+80.3% | $8,220+96.0% | $6,342+154.0% |
| Admin fee / account holder | $46,152 | $14,299+222.8% | $12,048+283.1% | $12,315+274.8% |