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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 | $469,944 | $106,864+339.8% | $147,318+219.0% | $82,637+468.7% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.1%+16.4pp | 68.1%+30.5pp |
| Annual return | 16.56% | 27.49%-10.9pp | 70.43%-53.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $8,137 | $3,417+138.2% | $4,593+77.2% | $2,552+218.8% |
| Participant deferral / active EE | $9,239 | $6,496+42.2% | $7,906+16.9% | $4,126+123.9% |
| Admin fee / account holder | $3,634 | $8,415-56.8% | $13,708-73.5% | $7,339-50.5% |