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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 | $757,327 | $223,823+238.4% | $211,142+258.7% | $154,746+389.4% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 13.32% | 50.39%-37.1pp | 46.84%-33.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $7,525 | $6,787+10.9% | $6,442+16.8% | $4,379+71.8% |
| Participant deferral / active EE | $16,111 | $9,750+65.2% | $9,284+73.5% | $6,730+139.4% |
| Admin fee / account holder | $76,271 | $19,707+287.0% | $19,076+299.8% | $14,365+430.9% |