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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 | $456,326 | $201,370+126.6% | $184,256+147.7% | $145,897+212.8% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 11.55% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $7,186 | $7,024+2.3% | $6,427+11.8% | $4,663+54.1% |
| Participant deferral / active EE | $8,206 | $9,808-16.3% | $9,133-10.2% | $6,689+22.7% |
| Admin fee / account holder | $182,669 | $16,364+1016.3% | $13,899+1214.2% | $13,390+1264.2% |