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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 | $552,459 | $162,136+240.7% | $152,301+262.7% | $154,746+257.0% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 14.70% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $6,997 | $4,890+43.1% | $4,624+51.3% | $4,379+59.8% |
| Participant deferral / active EE | $19,936 | $8,341+139.0% | $8,004+149.1% | $6,730+196.2% |
| Admin fee / account holder | $7,552 | $15,759-52.1% | $14,398-47.5% | $14,365-47.4% |