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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 | $788,831 | $174,379+352.4% | $152,093+418.7% | $138,895+467.9% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 15.26% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $3,438 | $4,652-26.1% | $4,175-17.7% | $4,194-18.0% |
| Participant deferral / active EE | $11,070 | $6,159+79.7% | $5,451+103.1% | $6,396+73.1% |
| Admin fee / account holder | $69,610 | $16,880+312.4% | $14,497+380.2% | $12,562+454.1% |