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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 | $638,006 | $107,809+491.8% | $97,032+557.5% | $155,188+311.1% |
| Participation rate | 88.9% | 75.5%+13.4pp | 71.6%+17.3pp | 80.8%+8.1pp |
| Annual return | 9.11% | 38.06%-29.0pp | 35.38%-26.3pp | 148.84%-139.7pp |
| Employer contribution / active EE | $5,180 | $2,911+77.9% | $2,629+97.0% | $4,248+21.9% |
| Participant deferral / active EE | $12,996 | $5,129+153.4% | $4,672+178.1% | $6,531+99.0% |
| Admin fee / account holder | $38,645 | $10,717+260.6% | $9,418+310.3% | $14,480+166.9% |