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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 | $507,950 | $106,280+377.9% | $96,538+426.2% | $139,487+264.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 12.02% | 38.48%-26.5pp | 35.74%-23.7pp | 373.84%-361.8pp |
| Employer contribution / active EE | $11,517 | $4,107+180.4% | $3,740+207.9% | $4,755+142.2% |
| Participant deferral / active EE | $17,463 | $5,457+220.0% | $4,880+257.8% | $6,713+160.1% |
| Admin fee / account holder | $1,335 | $7,888-83.1% | $6,737-80.2% | $11,407-88.3% |