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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 | $596,308 | $154,228+286.6% | $145,433+310.0% | $137,256+334.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.40% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $9,149 | $4,804+90.5% | $4,554+100.9% | $4,156+120.1% |
| Participant deferral / active EE | $8,301 | $8,216+1.0% | $7,897+5.1% | $6,407+29.6% |
| Admin fee / account holder | $4,591 | $14,344-68.0% | $13,129-65.0% | $12,270-62.6% |