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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 | $500,008 | $127,387+292.5% | $115,038+334.6% | $125,389+298.8% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | 1.17% | 31.28%-30.1pp | 26.14%-25.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $13,109 | $5,166+153.8% | $4,608+184.5% | $4,866+169.4% |
| Participant deferral / active EE | $8,686 | $6,423+35.2% | $6,026+44.1% | $5,352+62.3% |
| Admin fee / account holder | $36,523 | $9,516+283.8% | $8,175+346.8% | $9,541+282.8% |