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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 | $829,688 | $167,533+395.2% | $151,645+447.1% | $134,545+516.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -1.27% | 7.81%-9.1pp | 3.34%-4.6pp | 418.37%-419.6pp |
| Employer contribution / active EE | $1,933 | $6,828-71.7% | $6,165-68.6% | $4,742-59.2% |
| Participant deferral / active EE | $10,609 | $8,985+18.1% | $8,363+26.9% | $6,401+65.7% |
| Admin fee / account holder | $41,822 | $13,781+203.5% | $11,614+260.1% | $11,431+265.9% |