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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 | $591,478 | $289,211+104.5% | $260,467+127.1% | $198,609+197.8% |
| Participation rate | 90.0% | 83.1%+6.9pp | 80.5%+9.5pp | 82.4%+7.6pp |
| Annual return | 12.18% | 112.90%-100.7pp | 100.60%-88.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $4,248 | $4,663-8.9% | $4,239+0.2% | $5,055-16.0% |
| Participant deferral / active EE | $17,414 | $6,812+155.6% | $6,319+175.6% | $6,977+149.6% |
| Admin fee / account holder | $59,648 | $16,236+267.4% | $15,461+285.8% | $19,030+213.4% |