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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 | $380,218 | $107,666+253.1% | $102,184+272.1% | $154,746+145.7% |
| Participation rate | 94.4% | 83.7%+10.7pp | 82.6%+11.8pp | 80.7%+13.7pp |
| Annual return | 17.32% | 29.33%-12.0pp | 31.58%-14.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $9,438 | $3,846+145.4% | $3,594+162.6% | $4,379+115.5% |
| Participant deferral / active EE | $9,869 | $8,719+13.2% | $8,309+18.8% | $6,730+46.6% |
| Admin fee / account holder | $34,937 | $12,943+169.9% | $11,609+201.0% | $14,365+143.2% |