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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 | $1,627,590 | $172,111+845.7% | $150,298+982.9% | $137,256+1085.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.77% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $8,579 | $4,636+85.0% | $4,154+106.5% | $4,156+106.4% |
| Participant deferral / active EE | $7,526 | $6,166+22.1% | $5,453+38.0% | $6,407+17.5% |
| Admin fee / account holder | $43,110 | $16,471+161.7% | $14,116+205.4% | $12,270+251.3% |