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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 | $390,197 | $159,934+144.0% | $147,005+165.4% | $145,959+167.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 21.16% | 98.24%-77.1pp | 418.76%-397.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $10,776 | $5,287+103.8% | $4,934+118.4% | $4,661+131.2% |
| Participant deferral / active EE | $13,391 | $8,427+58.9% | $8,070+65.9% | $6,689+100.2% |
| Admin fee / account holder | $1,143 | $15,053-92.4% | $13,006-91.2% | $13,398-91.5% |