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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 | $560,966 | $181,896+208.4% | $156,551+258.3% | $273,972+104.8% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 11.28% | 30.74%-19.5pp | 32.23%-20.9pp | 41.46%-30.2pp |
| Employer contribution / active EE | $33,651 | $6,248+438.6% | $5,501+511.7% | $4,869+591.2% |
| Participant deferral / active EE | $21,429 | $5,550+286.1% | $4,871+339.9% | $5,287+305.3% |
| Admin fee / account holder | $47,161 | $15,560+203.1% | $13,028+262.0% | $10,133+365.4% |