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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 | $425,649 | $100,970+321.6% | $96,576+340.7% | $137,256+210.1% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 14.53% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $23,394 | $3,809+514.2% | $3,553+558.4% | $4,156+462.9% |
| Participant deferral / active EE | $19,838 | $8,286+139.4% | $7,956+149.3% | $6,407+209.6% |
| Admin fee / account holder | $124,172 | $11,312+997.7% | $11,381+991.0% | $12,270+912.0% |