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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 | $447,732 | $166,131+169.5% | $164,975+171.4% | $145,877+206.9% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 15.44% | 100.37%-84.9pp | 70.12%-54.7pp | 551.28%-535.8pp |
| Employer contribution / active EE | $4,493 | $5,276-14.8% | $4,343+3.5% | $4,663-3.6% |
| Participant deferral / active EE | $3,340 | $6,962-52.0% | $6,033-44.6% | $6,691-50.1% |
| Admin fee / account holder | $36,153 | $16,648+117.2% | $12,688+184.9% | $13,402+169.8% |