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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 | $510,821 | $165,399+208.8% | $149,745+241.1% | $158,982+221.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 13.09% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $4,205 | $5,105-17.6% | $4,646-9.5% | $4,763-11.7% |
| Participant deferral / active EE | $12,916 | $7,183+79.8% | $6,843+88.7% | $5,983+115.9% |
| Admin fee / account holder | $94,465 | $10,811+773.8% | $9,312+914.5% | $11,252+739.6% |