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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 | $476,120 | $129,737+267.0% | $119,126+299.7% | $154,746+207.7% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 11.02% | 379.08%-368.1pp | 282.11%-271.1pp | 172.34%-161.3pp |
| Employer contribution / active EE | $22,962 | $4,375+424.9% | $4,034+469.3% | $4,379+424.4% |
| Participant deferral / active EE | $10,333 | $5,842+76.9% | $5,318+94.3% | $6,730+53.5% |
| Admin fee / account holder | $2,308 | $11,961-80.7% | $10,693-78.4% | $14,365-83.9% |