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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 | $868,678 | $154,228+463.2% | $145,433+497.3% | $137,256+532.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.69% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $9,365 | $4,804+94.9% | $4,554+105.6% | $4,156+125.3% |
| Participant deferral / active EE | $17,150 | $8,216+108.7% | $7,897+117.2% | $6,407+167.7% |
| Admin fee / account holder | $18,743 | $14,344+30.7% | $13,129+42.8% | $12,270+52.7% |