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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 | $315,895 | $110,410+186.1% | $102,437+208.4% | $145,897+116.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.94% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $9,301 | $4,217+120.5% | $3,871+140.3% | $4,663+99.5% |
| Participant deferral / active EE | $12,434 | $5,622+121.2% | $5,060+145.7% | $6,689+85.9% |
| Admin fee / account holder | $11,187 | $9,745+14.8% | $8,388+33.4% | $13,390-16.5% |