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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 | $172,111+230.9% | $150,298+279.0% | $137,256+315.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 59.07% | 69.37%-10.3pp | 62.79%-3.7pp | 220.34%-161.3pp |
| Employer contribution / active EE | $5,756 | $4,636+24.1% | $4,154+38.6% | $4,156+38.5% |
| Participant deferral / active EE | $10,528 | $6,166+70.8% | $5,453+93.1% | $6,407+64.3% |
| Admin fee / account holder | $383 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |