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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 | $400,683 | $165,399+142.3% | $149,745+167.6% | $158,982+152.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 15.91% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $6,105 | $5,105+19.6% | $4,646+31.4% | $4,763+28.2% |
| Participant deferral / active EE | $8,878 | $7,183+23.6% | $6,843+29.7% | $5,983+48.4% |
| Admin fee / account holder | $77,884 | $10,811+620.4% | $9,312+736.4% | $11,252+592.2% |