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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 | $408,476 | $155,555+162.6% | $146,866+178.1% | $155,188+163.2% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.5%+2.5pp | 80.8%+4.2pp |
| Annual return | 14.05% | 115.41%-101.4pp | 102.85%-88.8pp | 148.84%-134.8pp |
| Employer contribution / active EE | $19,251 | $4,647+314.3% | $4,425+335.1% | $4,248+353.2% |
| Participant deferral / active EE | $6,331 | $8,044-21.3% | $7,759-18.4% | $6,531-3.1% |
| Admin fee / account holder | $48,138 | $14,755+226.2% | $13,620+253.4% | $14,480+232.5% |