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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 | $284,047 | $106,247+167.3% | $96,515+194.3% | $139,466+103.7% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 15.25% | 38.47%-23.2pp | 35.73%-20.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $14,690 | $4,106+257.8% | $3,740+292.8% | $4,754+209.0% |
| Participant deferral / active EE | $12,590 | $5,456+130.8% | $4,880+158.0% | $6,712+87.6% |
| Admin fee / account holder | $40,435 | $7,885+412.8% | $6,735+500.3% | $11,409+254.4% |