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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 | $420,424 | $184,014+128.5% | $161,149+160.9% | $138,895+202.7% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 10.63% | 21.52%-10.9pp | 21.16%-10.5pp | 145.39%-134.8pp |
| Employer contribution / active EE | $14,286 | $5,055+182.6% | $4,360+227.6% | $4,194+240.6% |
| Participant deferral / active EE | $8,656 | $6,909+25.3% | $6,153+40.7% | $6,396+35.3% |
| Admin fee / account holder | $106,265 | $18,027+489.5% | $15,194+599.4% | $12,562+745.9% |