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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 | $653,362 | $172,111+279.6% | $150,298+334.7% | $137,256+376.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 15.21% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $8,477 | $4,636+82.8% | $4,154+104.1% | $4,156+104.0% |
| Participant deferral / active EE | $24,313 | $6,166+294.3% | $5,453+345.9% | $6,407+279.5% |
| Admin fee / account holder | $23,717 | $16,471+44.0% | $14,116+68.0% | $12,270+93.3% |