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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 | $768,110 | $181,896+322.3% | $156,551+390.6% | $273,972+180.4% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 10.84% | 30.74%-19.9pp | 32.23%-21.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $28,816 | $6,248+361.2% | $5,501+423.8% | $4,869+491.9% |
| Participant deferral / active EE | $14,625 | $5,550+163.5% | $4,871+200.2% | $5,287+176.6% |
| Admin fee / account holder | $6,261 | $15,560-59.8% | $13,028-51.9% | $10,133-38.2% |