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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 | $156,398+264.9% | $147,318+287.4% | $138,895+310.9% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 79.9%+10.6pp |
| Annual return | 20.32% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $7,975 | $4,853+64.3% | $4,593+73.6% | $4,194+90.1% |
| Participant deferral / active EE | $12,370 | $8,237+50.2% | $7,906+56.5% | $6,396+93.4% |
| Admin fee / account holder | $1,836 | $14,976-87.7% | $13,708-86.6% | $12,562-85.4% |