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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 | $480,583 | $114,013+321.5% | $103,693+363.5% | $155,188+209.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 17.60% | 49.31%-31.7pp | 47.61%-30.0pp | 148.84%-131.2pp |
| Employer contribution / active EE | $22,239 | $3,131+610.2% | $2,920+661.5% | $4,248+423.5% |
| Participant deferral / active EE | $14,648 | $4,970+194.7% | $4,579+219.9% | $6,531+124.3% |
| Admin fee / account holder | $1,561 | $8,407-81.4% | $7,858-80.1% | $14,480-89.2% |