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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 | $698,633 | $162,136+330.9% | $152,301+358.7% | $154,746+351.5% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 11.79% | 91.02%-79.2pp | 80.50%-68.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $24,105 | $4,890+392.9% | $4,624+421.2% | $4,379+450.5% |
| Participant deferral / active EE | $17,214 | $8,341+106.4% | $8,004+115.1% | $6,730+155.8% |
| Admin fee / account holder | $19,223 | $15,759+22.0% | $14,398+33.5% | $14,365+33.8% |