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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 | $375,671 | $165,399+127.1% | $149,745+150.9% | $158,982+136.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 8.46% | 348.34%-339.9pp | 276.72%-268.3pp | 302.99%-294.5pp |
| Employer contribution / active EE | $15,373 | $5,105+201.2% | $4,646+230.9% | $4,763+222.8% |
| Participant deferral / active EE | $9,523 | $7,183+32.6% | $6,843+39.2% | $5,983+59.1% |
| Admin fee / account holder | $95,535 | $10,811+783.7% | $9,312+926.0% | $11,252+749.1% |