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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 | $591,694 | $162,136+264.9% | $152,301+288.5% | $154,746+282.4% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 12.54% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $15,295 | $4,890+212.8% | $4,624+230.7% | $4,379+249.3% |
| Participant deferral / active EE | $11,642 | $8,341+39.6% | $8,004+45.5% | $6,730+73.0% |
| Admin fee / account holder | $55,707 | $15,759+253.5% | $14,398+286.9% | $14,365+287.8% |