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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 | $569,574 | $227,399+150.5% | $189,758+200.2% | $198,609+186.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 59.07% | 61.03%-2.0pp | 52.62%+6.5pp | 202.70%-143.6pp |
| Employer contribution / active EE | $5,756 | $5,526+4.2% | $4,767+20.7% | $5,055+13.9% |
| Participant deferral / active EE | $10,528 | $6,837+54.0% | $5,856+79.8% | $6,977+50.9% |
| Admin fee / account holder | $383 | $25,162-98.5% | $20,388-98.1% | $19,030-98.0% |