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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 | $616,193 | $201,370+206.0% | $184,256+234.4% | $145,897+322.3% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 12.17% | 29.05%-16.9pp | 28.85%-16.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $14,055 | $7,024+100.1% | $6,427+118.7% | $4,663+201.4% |
| Participant deferral / active EE | $8,701 | $9,808-11.3% | $9,133-4.7% | $6,689+30.1% |
| Admin fee / account holder | $172,326 | $16,364+953.1% | $13,899+1139.8% | $13,390+1186.9% |