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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 | $201,264+103.5% | $184,185+122.4% | $145,978+180.6% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 9.99% | 29.00%-19.0pp | 28.81%-18.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $14,769 | $7,021+110.4% | $6,426+129.8% | $4,662+216.8% |
| Participant deferral / active EE | $11,256 | $9,806+14.8% | $9,132+23.3% | $6,690+68.3% |
| Admin fee / account holder | $4,075 | $16,376-75.1% | $13,909-70.7% | $13,400-69.6% |