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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 | $516,300 | $209,336+146.6% | $197,124+161.9% | $137,256+276.2% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 21.19% | 48.09%-26.9pp | 44.34%-23.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $21,111 | $6,591+220.3% | $6,227+239.0% | $4,156+408.0% |
| Participant deferral / active EE | $11,297 | $9,614+17.5% | $9,135+23.7% | $6,407+76.3% |
| Admin fee / account holder | $167,518 | $17,308+867.9% | $16,298+927.8% | $12,270+1265.3% |