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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 | $470,701 | $209,874+124.3% | $189,537+148.3% | $167,536+181.0% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 11.45% | 748.61%-737.2pp | 555.34%-543.9pp | 478.82%-467.4pp |
| Employer contribution / active EE | $22,689 | $6,913+228.2% | $6,161+268.3% | $4,839+368.9% |
| Participant deferral / active EE | $17,774 | $8,934+98.9% | $8,220+116.2% | $6,342+180.2% |
| Admin fee / account holder | $15,840 | $14,299+10.8% | $12,048+31.5% | $12,315+28.6% |