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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 | $568,014 | $162,785+248.9% | $133,959+324.0% | $158,950+257.4% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 13.18% | 41.94%-28.8pp | 45.09%-31.9pp | 302.91%-289.7pp |
| Employer contribution / active EE | $18,213 | $4,975+266.1% | $3,919+364.8% | $4,762+282.5% |
| Participant deferral / active EE | $11,220 | $5,910+89.8% | $5,047+122.3% | $5,983+87.5% |
| Admin fee / account holder | $158,098 | $11,738+1246.9% | $8,928+1670.8% | $11,248+1305.5% |