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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 | $639,050 | $154,228+314.4% | $145,433+339.4% | $137,256+365.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 19.54% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $5,310 | $4,804+10.5% | $4,554+16.6% | $4,156+27.8% |
| Participant deferral / active EE | $12,566 | $8,216+52.9% | $7,897+59.1% | $6,407+96.1% |
| Admin fee / account holder | $181,532 | $14,344+1165.6% | $13,129+1282.7% | $12,270+1379.5% |