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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 | $800,364 | $111,814+615.8% | $103,374+674.2% | $145,959+448.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.69% | 24.77%-13.1pp | 24.89%-13.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $12,358 | $4,214+193.3% | $3,869+219.4% | $4,661+165.1% |
| Participant deferral / active EE | $14,220 | $5,618+153.1% | $5,058+181.2% | $6,689+112.6% |
| Admin fee / account holder | $473 | $9,754-95.2% | $8,394-94.4% | $13,398-96.5% |