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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 | $528,993 | $176,105+200.4% | $159,474+231.7% | $167,536+215.7% |
| Participation rate | 94.1% | 85.0%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 10.91% | 331.91%-321.0pp | 263.68%-252.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $4,889 | $5,299-7.7% | $4,831+1.2% | $4,839+1.0% |
| Participant deferral / active EE | $9,826 | $7,751+26.8% | $7,353+33.6% | $6,342+54.9% |
| Admin fee / account holder | $16,118 | $12,559+28.3% | $10,802+49.2% | $12,315+30.9% |