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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 | $322,577 | $146,267+120.5% | $197,124+63.6% | $82,448+291.3% |
| Participation rate | 95.1% | 84.0%+11.1pp | 86.7%+8.4pp | 68.1%+27.1pp |
| Annual return | 19.51% | 29.61%-10.1pp | 44.34%-24.8pp | 41.64%-22.1pp |
| Employer contribution / active EE | $11,985 | $4,723+153.7% | $6,227+92.5% | $2,551+369.8% |
| Participant deferral / active EE | $9,485 | $7,035+34.8% | $9,135+3.8% | $4,139+129.1% |
| Admin fee / account holder | $1,129 | $14,422-92.2% | $16,298-93.1% | $7,234-84.4% |