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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 | $456,265 | $107,368+325.0% | $92,915+391.1% | $152,909+198.4% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.5%+8.8pp |
| Annual return | 24.83% | 145.64%-120.8pp | 109.45%-84.6pp | 345.46%-320.6pp |
| Employer contribution / active EE | $6,385 | $4,222+51.2% | $3,653+74.8% | $4,764+34.0% |
| Participant deferral / active EE | $10,139 | $4,848+109.1% | $4,238+139.2% | $5,851+73.3% |
| Admin fee / account holder | $10,656 | $7,082+50.5% | $5,796+83.9% | $11,601-8.1% |