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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 | $540,365 | $124,425+334.3% | $112,040+382.3% | $137,256+293.7% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 14.48% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $9,293 | $3,411+172.4% | $2,954+214.6% | $4,156+123.6% |
| Participant deferral / active EE | $7,327 | $5,718+28.1% | $5,098+43.7% | $6,407+14.4% |
| Admin fee / account holder | $56,195 | $15,207+269.5% | $12,098+364.5% | $12,270+358.0% |