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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 | $438,546 | $172,111+154.8% | $150,298+191.8% | $137,256+219.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 19.57% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $11,002 | $4,636+137.3% | $4,154+164.9% | $4,156+164.7% |
| Participant deferral / active EE | $8,523 | $6,166+38.2% | $5,453+56.3% | $6,407+33.0% |
| Admin fee / account holder | $43,206 | $16,471+162.3% | $14,116+206.1% | $12,270+252.1% |