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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 | $409,544 | $201,370+103.4% | $184,256+122.3% | $145,897+180.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 9.99% | 29.05%-19.1pp | 28.85%-18.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $14,769 | $7,024+110.3% | $6,427+129.8% | $4,663+216.8% |
| Participant deferral / active EE | $11,256 | $9,808+14.8% | $9,133+23.2% | $6,689+68.3% |
| Admin fee / account holder | $4,075 | $16,364-75.1% | $13,899-70.7% | $13,390-69.6% |