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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 | $578,172 | $209,422+176.1% | $178,503+223.9% | $158,982+263.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.74% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.2pp |
| Employer contribution / active EE | $5,473 | $5,707-4.1% | $5,011+9.2% | $4,763+14.9% |
| Participant deferral / active EE | $6,845 | $5,955+14.9% | $5,202+31.6% | $5,983+14.4% |
| Admin fee / account holder | $6,509 | $17,079-61.9% | $13,987-53.5% | $11,252-42.2% |