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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 | $386,986 | $165,399+134.0% | $149,745+158.4% | $158,982+143.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 13.29% | 348.34%-335.0pp | 276.72%-263.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $6,691 | $5,105+31.1% | $4,646+44.0% | $4,763+40.5% |
| Participant deferral / active EE | $15,225 | $7,183+112.0% | $6,843+122.5% | $5,983+154.4% |
| Admin fee / account holder | $78,096 | $10,811+622.4% | $9,312+738.7% | $11,252+594.1% |