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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 | $409,022 | $115,814+253.2% | $101,275+303.9% | $158,982+157.3% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 9.45% | 56.16%-46.7pp | 46.48%-37.0pp | 302.99%-293.5pp |
| Employer contribution / active EE | $11,267 | $4,176+169.8% | $3,660+207.8% | $4,763+136.6% |
| Participant deferral / active EE | $9,405 | $4,958+89.7% | $4,371+115.2% | $5,983+57.2% |
| Admin fee / account holder | $30,910 | $7,249+326.4% | $5,948+419.7% | $11,252+174.7% |