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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 | $779,689 | $124,330+527.1% | $109,173+614.2% | $167,536+365.4% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 17.08% | 26.04%-9.0pp | 25.75%-8.7pp | 478.82%-461.7pp |
| Employer contribution / active EE | $5,209 | $4,209+23.8% | $3,723+39.9% | $4,839+7.7% |
| Participant deferral / active EE | $13,478 | $5,256+156.4% | $4,654+189.6% | $6,342+112.5% |
| Admin fee / account holder | $88,449 | $7,974+1009.2% | $6,755+1209.4% | $12,315+618.2% |