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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 | $518,861 | $174,379+197.5% | $152,093+241.1% | $138,895+273.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 15.80% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $12,533 | $4,652+169.4% | $4,175+200.2% | $4,194+198.8% |
| Participant deferral / active EE | $17,706 | $6,159+187.5% | $5,451+224.8% | $6,396+176.8% |
| Admin fee / account holder | $1,012 | $16,880-94.0% | $14,497-93.0% | $12,562-91.9% |