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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 | $401,536 | $165,399+142.8% | $149,745+168.1% | $158,982+152.6% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 14.57% | 348.34%-333.8pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $12,180 | $5,105+138.6% | $4,646+162.2% | $4,763+155.7% |
| Participant deferral / active EE | $6,862 | $7,183-4.5% | $6,843+0.3% | $5,983+14.7% |
| Admin fee / account holder | $21,746 | $10,811+101.1% | $9,312+133.5% | $11,252+93.3% |