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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 | $757,725 | $155,555+387.1% | $146,866+415.9% | $155,188+388.3% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 10.60% | 115.41%-104.8pp | 102.85%-92.3pp | 148.84%-138.2pp |
| Employer contribution / active EE | $16,485 | $4,647+254.8% | $4,425+272.6% | $4,248+288.1% |
| Participant deferral / active EE | $8,364 | $8,044+4.0% | $7,759+7.8% | $6,531+28.1% |
| Admin fee / account holder | $3,019 | $14,755-79.5% | $13,620-77.8% | $14,480-79.1% |