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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 | $570,690 | $154,228+270.0% | $145,433+292.4% | $137,256+315.8% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 20.32% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $7,975 | $4,804+66.0% | $4,554+75.1% | $4,156+91.9% |
| Participant deferral / active EE | $12,370 | $8,216+50.6% | $7,897+56.6% | $6,407+93.1% |
| Admin fee / account holder | $1,836 | $14,344-87.2% | $13,129-86.0% | $12,270-85.0% |