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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 | $589,367 | $162,136+263.5% | $152,301+287.0% | $154,746+280.9% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 14.18% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $21,682 | $4,890+343.4% | $4,624+368.9% | $4,379+395.1% |
| Participant deferral / active EE | $15,272 | $8,341+83.1% | $8,004+90.8% | $6,730+126.9% |
| Admin fee / account holder | $786 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |