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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 | $110,337+659.6% | $102,383+718.6% | $145,877+474.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.95% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,177 | $4,216-0.9% | $3,870+7.9% | $4,663-10.4% |
| Participant deferral / active EE | $13,578 | $5,621+141.6% | $5,060+168.4% | $6,691+102.9% |
| Admin fee / account holder | $53,380 | $9,750+447.5% | $8,391+536.1% | $13,402+298.3% |