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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 | $446,787 | $134,817+231.4% | $123,973+260.4% | $155,188+187.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 10.60% | 515.49%-504.9pp | 388.13%-377.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $7,270 | $4,425+64.3% | $4,126+76.2% | $4,248+71.2% |
| Participant deferral / active EE | $15,787 | $5,706+176.6% | $5,247+200.9% | $6,531+141.7% |
| Admin fee / account holder | $58,491 | $13,245+341.6% | $11,799+395.7% | $14,480+303.9% |