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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 | $201,264+206.2% | $184,185+234.6% | $145,978+322.1% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 12.17% | 29.00%-16.8pp | 28.81%-16.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $14,055 | $7,021+100.2% | $6,426+118.7% | $4,662+201.5% |
| Participant deferral / active EE | $8,701 | $9,806-11.3% | $9,132-4.7% | $6,690+30.1% |
| Admin fee / account holder | $172,326 | $16,376+952.3% | $13,909+1138.9% | $13,400+1186.0% |