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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 | $332,043 | $210,908+57.4% | $153,643+116.1% | $145,884+127.6% |
| Participation rate | 92.9% | 82.1%+10.7pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 23.99% | 13.46%+10.5pp | 15.71%+8.3pp | 551.85%-527.9pp |
| Employer contribution / active EE | $9,993 | $6,055+65.0% | $5,039+98.3% | $4,662+114.3% |
| Participant deferral / active EE | $5,646 | $7,976-29.2% | $6,754-16.4% | $6,690-15.6% |
| Admin fee / account holder | $27,036 | $19,477+38.8% | $12,739+112.2% | $13,392+101.9% |