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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 | $490,811 | $154,228+218.2% | $145,433+237.5% | $137,256+257.6% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 16.53% | 74.59%-58.1pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $25,111 | $4,804+422.7% | $4,554+451.3% | $4,156+504.2% |
| Participant deferral / active EE | $12,820 | $8,216+56.0% | $7,897+62.3% | $6,407+100.1% |
| Admin fee / account holder | $131,152 | $14,344+814.4% | $13,129+898.9% | $12,270+968.9% |