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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 | $452,570 | $134,817+235.7% | $123,973+265.1% | $155,188+191.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.7%+15.0pp | 80.8%+10.9pp |
| Annual return | 8.12% | 515.49%-507.4pp | 388.13%-380.0pp | 148.84%-140.7pp |
| Employer contribution / active EE | $16,746 | $4,425+278.4% | $4,126+305.9% | $4,248+294.2% |
| Participant deferral / active EE | $3,848 | $5,706-32.6% | $5,247-26.7% | $6,531-41.1% |
| Admin fee / account holder | $15,834 | $13,245+19.5% | $11,799+34.2% | $14,480+9.4% |