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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 | $397,611 | $102,595+287.6% | $94,057+322.7% | $154,746+156.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 14.47% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $13,508 | $3,147+329.2% | $2,933+360.5% | $4,379+208.5% |
| Participant deferral / active EE | $13,931 | $5,118+172.2% | $4,709+195.8% | $6,730+107.0% |
| Admin fee / account holder | $28,549 | $7,736+269.0% | $7,244+294.1% | $14,365+98.7% |