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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 | $548,755 | $211,224+159.8% | $178,505+207.4% | $145,897+276.1% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 11.75% | 30.28%-18.5pp | 27.16%-15.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $7,778 | $4,577+69.9% | $3,955+96.7% | $4,663+66.8% |
| Participant deferral / active EE | $10,622 | $6,966+52.5% | $6,280+69.1% | $6,689+58.8% |
| Admin fee / account holder | $757 | $12,109-93.8% | $10,428-92.7% | $13,390-94.3% |