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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 | $344,389 | $155,555+121.4% | $146,866+134.5% | $155,188+121.9% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.5%+2.5pp | 80.8%+4.2pp |
| Annual return | 14.39% | 115.41%-101.0pp | 102.85%-88.5pp | 148.84%-134.5pp |
| Employer contribution / active EE | $11,391 | $4,647+145.1% | $4,425+157.4% | $4,248+168.2% |
| Participant deferral / active EE | $16,743 | $8,044+108.1% | $7,759+115.8% | $6,531+156.4% |
| Admin fee / account holder | $104,749 | $14,755+609.9% | $13,620+669.1% | $14,480+623.4% |