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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 | $554,671 | $171,492+223.4% | $150,734+268.0% | $198,609+179.3% |
| Participation rate | 93.3% | 81.4%+11.9pp | 78.4%+14.9pp | 82.4%+11.0pp |
| Annual return | 15.50% | 804.70%-789.2pp | 600.81%-585.3pp | 202.70%-187.2pp |
| Employer contribution / active EE | $4,248 | $5,470-22.3% | $4,918-13.6% | $5,055-16.0% |
| Participant deferral / active EE | $10,699 | $6,259+70.9% | $5,610+90.7% | $6,977+53.4% |
| Admin fee / account holder | $3,475 | $17,628-80.3% | $14,905-76.7% | $19,030-81.7% |