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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 | $397,467 | $165,399+140.3% | $149,745+165.4% | $158,982+150.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 11.53% | 348.34%-336.8pp | 276.72%-265.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $15,415 | $5,105+202.0% | $4,646+231.8% | $4,763+223.6% |
| Participant deferral / active EE | $10,917 | $7,183+52.0% | $6,843+59.5% | $5,983+82.4% |
| Admin fee / account holder | $3,061 | $10,811-71.7% | $9,312-67.1% | $11,252-72.8% |