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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 | $409,275 | $100,262+308.2% | $81,370+403.0% | $145,897+180.5% |
| Participation rate | 93.8% | 74.3%+19.5pp | 69.5%+24.2pp | 80.3%+13.4pp |
| Annual return | 11.93% | 34.52%-22.6pp | 24.85%-12.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $19,122 | $2,979+541.9% | $2,464+676.1% | $4,663+310.1% |
| Participant deferral / active EE | $11,865 | $4,612+157.3% | $3,885+205.4% | $6,689+77.4% |
| Admin fee / account holder | $113,967 | $8,163+1296.1% | $5,749+1882.3% | $13,390+751.1% |