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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 | $349,040 | $157,304+121.9% | $141,197+147.2% | $152,909+128.3% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 23.54% | 64.34%-40.8pp | 71.41%-47.9pp | 345.46%-321.9pp |
| Employer contribution / active EE | $5,725 | $5,263+8.8% | $4,736+20.9% | $4,764+20.2% |
| Participant deferral / active EE | $15,499 | $7,111+118.0% | $6,710+131.0% | $5,851+164.9% |
| Admin fee / account holder | $25,435 | $12,126+109.8% | $10,265+147.8% | $11,601+119.3% |