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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 | $412,761 | $157,304+162.4% | $141,197+192.3% | $152,909+169.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 23.17% | 64.34%-41.2pp | 71.41%-48.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $5,312 | $5,263+0.9% | $4,736+12.2% | $4,764+11.5% |
| Participant deferral / active EE | $15,555 | $7,111+118.7% | $6,710+131.8% | $5,851+165.8% |
| Admin fee / account holder | $47,119 | $12,126+288.6% | $10,265+359.0% | $11,601+306.2% |