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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 | $500,464 | $211,224+136.9% | $178,505+180.4% | $145,897+243.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.19% | 30.28%-18.1pp | 27.16%-15.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,491 | $4,577-45.6% | $3,955-37.0% | $4,663-46.6% |
| Participant deferral / active EE | $10,554 | $6,966+51.5% | $6,280+68.0% | $6,689+57.8% |
| Admin fee / account holder | $990 | $12,109-91.8% | $10,428-90.5% | $13,390-92.6% |