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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 | $283,670 | $106,280+166.9% | $96,538+193.8% | $139,487+103.4% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 24.75% | 38.48%-13.7pp | 35.74%-11.0pp | 373.84%-349.1pp |
| Employer contribution / active EE | $9,945 | $4,107+142.1% | $3,740+165.9% | $4,755+109.2% |
| Participant deferral / active EE | $8,875 | $5,457+62.6% | $4,880+81.9% | $6,713+32.2% |
| Admin fee / account holder | $12,547 | $7,888+59.1% | $6,737+86.2% | $11,407+10.0% |