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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 | $668,881 | $154,228+333.7% | $145,433+359.9% | $137,256+387.3% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 18.01% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $12,613 | $4,804+162.6% | $4,554+176.9% | $4,156+203.5% |
| Participant deferral / active EE | $12,522 | $8,216+52.4% | $7,897+58.6% | $6,407+95.5% |
| Admin fee / account holder | $2,069 | $14,344-85.6% | $13,129-84.2% | $12,270-83.1% |