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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 | $435,802 | $165,399+163.5% | $149,745+191.0% | $158,982+174.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 8.87% | 348.34%-339.5pp | 276.72%-267.9pp | 302.99%-294.1pp |
| Employer contribution / active EE | $9,024 | $5,105+76.8% | $4,646+94.2% | $4,763+89.5% |
| Participant deferral / active EE | $13,247 | $7,183+84.4% | $6,843+93.6% | $5,983+121.4% |
| Admin fee / account holder | $3,203 | $10,811-70.4% | $9,312-65.6% | $11,252-71.5% |