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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 | $449,978 | $81,208+454.1% | $98,920+354.9% | $79,856+463.5% |
| Participation rate | 78.8% | 72.5%+6.3pp | 76.0%+2.8pp | 69.6%+9.1pp |
| Annual return | 14.20% | 60.99%-46.8pp | 196.47%-182.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,223 | $1,960+166.5% | $2,689+94.2% | $2,471+111.4% |
| Participant deferral / active EE | $5,694 | $3,265+74.4% | $4,245+34.1% | $3,741+52.2% |
| Admin fee / account holder | $18,254 | $6,013+203.6% | $6,643+174.8% | $5,306+244.0% |