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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 | $485,369 | $155,555+212.0% | $146,866+230.5% | $155,188+212.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 15.17% | 115.41%-100.2pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $9,194 | $4,647+97.9% | $4,425+107.8% | $4,248+116.4% |
| Participant deferral / active EE | $34,923 | $8,044+334.1% | $7,759+350.1% | $6,531+434.7% |
| Admin fee / account holder | $237,198 | $14,755+1507.5% | $13,620+1641.5% | $14,480+1538.1% |