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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 | $651,148 | $209,336+211.1% | $197,124+230.3% | $137,256+374.4% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.7%+8.0pp | 80.0%+14.8pp |
| Annual return | 14.12% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $21,556 | $6,591+227.1% | $6,227+246.1% | $4,156+418.7% |
| Participant deferral / active EE | $17,583 | $9,614+82.9% | $9,135+92.5% | $6,407+174.4% |
| Admin fee / account holder | $75,350 | $17,308+335.4% | $16,298+362.3% | $12,270+514.1% |