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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 | $838,139 | $110,410+659.1% | $102,437+718.2% | $145,897+474.5% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.95% | 24.85%-13.9pp | 24.95%-14.0pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,177 | $4,217-1.0% | $3,871+7.9% | $4,663-10.4% |
| Participant deferral / active EE | $13,578 | $5,622+141.5% | $5,060+168.3% | $6,689+103.0% |
| Admin fee / account holder | $53,380 | $9,745+447.8% | $8,388+536.4% | $13,390+298.6% |