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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 | $155,555+175.8% | $146,866+192.1% | $155,188+176.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 13.28% | 115.41%-102.1pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $22,213 | $4,647+378.0% | $4,425+402.0% | $4,248+422.9% |
| Participant deferral / active EE | $18,667 | $8,044+132.0% | $7,759+140.6% | $6,531+185.8% |
| Admin fee / account holder | $177,474 | $14,755+1102.8% | $13,620+1203.0% | $14,480+1125.7% |