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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 | $503,050 | $155,555+223.4% | $146,866+242.5% | $155,188+224.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 14.77% | 115.41%-100.6pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $11,485 | $4,647+147.2% | $4,425+159.6% | $4,248+170.4% |
| Participant deferral / active EE | $11,093 | $8,044+37.9% | $7,759+43.0% | $6,531+69.9% |
| Admin fee / account holder | $13,755 | $14,755-6.8% | $13,620+1.0% | $14,480-5.0% |