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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 | $468,041 | $154,159+203.6% | $130,026+260.0% | $139,456+235.6% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.5%+11.0pp | 80.3%+9.1pp |
| Annual return | 17.50% | 32.50%-15.0pp | -137.26%+154.8pp | 373.45%-356.0pp |
| Employer contribution / active EE | $3,781 | $5,292-28.5% | $4,321-12.5% | $4,753-20.4% |
| Participant deferral / active EE | $10,377 | $6,710+54.7% | $5,821+78.3% | $6,711+54.6% |
| Admin fee / account holder | $26,114 | $14,001+86.5% | $10,608+146.2% | $11,407+128.9% |