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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 | $578,514 | $178,174+224.7% | $156,181+270.4% | $137,256+321.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 12.05% | 84.19%-72.1pp | 64.87%-52.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $12,510 | $4,972+151.6% | $4,294+191.4% | $4,156+201.0% |
| Participant deferral / active EE | $13,392 | $6,888+94.4% | $6,132+118.4% | $6,407+109.0% |
| Admin fee / account holder | $26,846 | $17,404+54.3% | $14,586+84.1% | $12,270+118.8% |