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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 | $582,754 | $197,637+194.9% | $177,848+227.7% | $158,982+266.6% |
| Participation rate | 90.5% | 88.5%+1.9pp | 87.7%+2.8pp | 82.0%+8.5pp |
| Annual return | 23.98% | 58.77%-34.8pp | 48.33%-24.3pp | 302.99%-279.0pp |
| Employer contribution / active EE | $18,946 | $6,698+182.8% | $5,919+220.1% | $4,763+297.8% |
| Participant deferral / active EE | $16,226 | $8,405+93.1% | $7,714+110.4% | $5,983+171.2% |
| Admin fee / account holder | $34,833 | $15,406+126.1% | $12,431+180.2% | $11,252+209.6% |