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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 | $156,398+308.6% | $147,318+333.8% | $138,895+360.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 19.54% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $5,310 | $4,853+9.4% | $4,593+15.6% | $4,194+26.6% |
| Participant deferral / active EE | $12,566 | $8,237+52.6% | $7,906+58.9% | $6,396+96.5% |
| Admin fee / account holder | $181,532 | $14,976+1112.2% | $13,708+1224.3% | $12,562+1345.1% |