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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 | $455,468 | $118,708+283.7% | $98,920+360.4% | $158,982+186.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 16.83% | 372.49%-355.7pp | 196.47%-179.6pp | 302.99%-286.2pp |
| Employer contribution / active EE | $13,657 | $3,334+309.6% | $2,689+407.8% | $4,763+186.7% |
| Participant deferral / active EE | $18,311 | $5,089+259.8% | $4,245+331.4% | $5,983+206.0% |
| Admin fee / account holder | $1,565 | $10,134-84.6% | $6,643-76.4% | $11,252-86.1% |