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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 | $627,840 | $135,956+361.8% | $123,894+406.8% | $273,972+129.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 4.52% | 56.63%-52.1pp | 47.52%-43.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $20,366 | $5,170+293.9% | $4,617+341.1% | $4,869+318.3% |
| Participant deferral / active EE | $11,643 | $6,343+83.6% | $5,984+94.6% | $5,287+120.2% |
| Admin fee / account holder | $100,457 | $9,817+923.2% | $8,357+1102.0% | $10,133+891.4% |