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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 | $357,277 | $134,817+165.0% | $123,973+188.2% | $155,188+130.2% |
| Participation rate | 89.5% | 79.4%+10.1pp | 76.7%+12.8pp | 80.8%+8.7pp |
| Annual return | 14.30% | 515.49%-501.2pp | 388.13%-373.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $18,421 | $4,425+316.3% | $4,126+346.5% | $4,248+333.7% |
| Participant deferral / active EE | $4,626 | $5,706-18.9% | $5,247-11.8% | $6,531-29.2% |
| Admin fee / account holder | $7,212 | $13,245-45.6% | $11,799-38.9% | $14,480-50.2% |