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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 | $537,658 | $156,398+243.8% | $147,318+265.0% | $138,895+287.1% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 14.66% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $3,612 | $4,853-25.6% | $4,593-21.4% | $4,194-13.9% |
| Participant deferral / active EE | $5,346 | $8,237-35.1% | $7,906-32.4% | $6,396-16.4% |
| Admin fee / account holder | $1,817 | $14,976-87.9% | $13,708-86.7% | $12,562-85.5% |