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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 | $599,542 | $157,304+281.1% | $141,197+324.6% | $152,909+292.1% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.5%+8.8pp |
| Annual return | 26.18% | 64.34%-38.2pp | 71.41%-45.2pp | 345.46%-319.3pp |
| Employer contribution / active EE | $3,187 | $5,263-39.4% | $4,736-32.7% | $4,764-33.1% |
| Participant deferral / active EE | $11,712 | $7,111+64.7% | $6,710+74.5% | $5,851+100.2% |
| Admin fee / account holder | $2,797 | $12,126-76.9% | $10,265-72.8% | $11,601-75.9% |