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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 | $314,722 | $134,817+133.4% | $123,973+153.9% | $155,188+102.8% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.7%+16.7pp | 80.8%+12.5pp |
| Annual return | 11.96% | 515.49%-503.5pp | 388.13%-376.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $6,452 | $4,425+45.8% | $4,126+56.4% | $4,248+51.9% |
| Participant deferral / active EE | $14,609 | $5,706+156.0% | $5,247+178.4% | $6,531+123.7% |
| Admin fee / account holder | $46,060 | $13,245+247.7% | $11,799+290.4% | $14,480+218.1% |