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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 | $683,373 | $176,105+288.0% | $159,474+328.5% | $167,536+307.9% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.48% | 331.91%-317.4pp | 263.68%-249.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $17,332 | $5,299+227.1% | $4,831+258.8% | $4,839+258.2% |
| Participant deferral / active EE | $11,894 | $7,751+53.4% | $7,353+61.8% | $6,342+87.5% |
| Admin fee / account holder | $16,097 | $12,559+28.2% | $10,802+49.0% | $12,315+30.7% |