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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 | $434,508 | $157,296+176.2% | $141,191+207.7% | $152,897+184.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 24.97% | 64.34%-39.4pp | 71.41%-46.4pp | 345.43%-320.5pp |
| Employer contribution / active EE | $9,205 | $5,262+74.9% | $4,736+94.4% | $4,764+93.2% |
| Participant deferral / active EE | $14,616 | $7,111+105.6% | $6,710+117.8% | $5,851+149.8% |
| Admin fee / account holder | $12,112 | $12,125-0.1% | $10,264+18.0% | $11,599+4.4% |