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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 | $467,423 | $162,136+188.3% | $152,301+206.9% | $154,746+202.1% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 12.23% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $13,120 | $4,890+168.3% | $4,624+183.7% | $4,379+199.6% |
| Participant deferral / active EE | $19,796 | $8,341+137.3% | $8,004+147.3% | $6,730+194.1% |
| Admin fee / account holder | $55,828 | $15,759+254.3% | $14,398+287.8% | $14,365+288.6% |