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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 | $565,403 | $135,956+315.9% | $123,894+356.4% | $273,972+106.4% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 5.67% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $15,780 | $5,170+205.2% | $4,617+241.8% | $4,869+224.1% |
| Participant deferral / active EE | $10,336 | $6,343+63.0% | $5,984+72.7% | $5,287+95.5% |
| Admin fee / account holder | $2,400 | $9,817-75.6% | $8,357-71.3% | $10,133-76.3% |