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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 | $628,471 | $155,555+304.0% | $146,866+327.9% | $155,188+305.0% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 12.76% | 115.41%-102.7pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $9,521 | $4,647+104.9% | $4,425+115.2% | $4,248+124.1% |
| Participant deferral / active EE | $17,755 | $8,044+120.7% | $7,759+128.8% | $6,531+171.9% |
| Admin fee / account holder | $2,533 | $14,755-82.8% | $13,620-81.4% | $14,480-82.5% |