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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 | $728,065 | $152,619+377.0% | $125,195+481.5% | $152,909+376.1% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.5%+4.2pp |
| Annual return | 24.61% | 54.85%-30.2pp | 43.79%-19.2pp | 345.46%-320.9pp |
| Employer contribution / active EE | $5,228 | $4,947+5.7% | $3,866+35.2% | $4,764+9.7% |
| Participant deferral / active EE | $15,897 | $5,869+170.9% | $4,937+222.0% | $5,851+171.7% |
| Admin fee / account holder | $1,580 | $13,437-88.2% | $9,704-83.7% | $11,601-86.4% |