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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 | $428,952 | $162,136+164.6% | $152,301+181.6% | $154,746+177.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 13.28% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.1pp |
| Employer contribution / active EE | $22,213 | $4,890+354.2% | $4,624+380.3% | $4,379+407.2% |
| Participant deferral / active EE | $18,667 | $8,341+123.8% | $8,004+133.2% | $6,730+177.3% |
| Admin fee / account holder | $177,474 | $15,759+1026.2% | $14,398+1132.6% | $14,365+1135.4% |