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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 | $535,024 | $223,823+139.0% | $211,142+153.4% | $154,746+245.7% |
| Participation rate | 95.5% | 87.9%+7.6pp | 87.3%+8.2pp | 80.7%+14.8pp |
| Annual return | 16.18% | 50.39%-34.2pp | 46.84%-30.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $12,342 | $6,787+81.9% | $6,442+91.6% | $4,379+181.8% |
| Participant deferral / active EE | $16,182 | $9,750+66.0% | $9,284+74.3% | $6,730+140.4% |
| Admin fee / account holder | $31,574 | $19,707+60.2% | $19,076+65.5% | $14,365+119.8% |