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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 | $491,896 | $114,119+331.0% | $107,187+358.9% | $138,895+254.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 18.81% | 273.21%-254.4pp | 204.55%-185.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $7,713 | $4,059+90.0% | $3,782+103.9% | $4,194+83.9% |
| Participant deferral / active EE | $9,400 | $5,538+69.7% | $5,096+84.5% | $6,396+47.0% |
| Admin fee / account holder | $1,977 | $10,024-80.3% | $9,162-78.4% | $12,562-84.3% |