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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 | $430,587 | $275,752+56.2% | $256,809+67.7% | $198,609+116.8% |
| Participation rate | 77.8% | 89.2%-11.4pp | 88.5%-10.8pp | 82.4%-4.6pp |
| Annual return | 11.11% | 34.81%-23.7pp | 32.73%-21.6pp | 202.70%-191.6pp |
| Employer contribution / active EE | $22,085 | $7,721+186.0% | $7,263+204.1% | $5,055+336.9% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $125,808 | $25,716+389.2% | $25,146+400.3% | $19,030+561.1% |