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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 | $134,817+311.4% | $123,973+347.4% | $155,188+257.4% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.7%+16.7pp | 80.8%+12.5pp |
| Annual return | 15.50% | 515.49%-500.0pp | 388.13%-372.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $4,248 | $4,425-4.0% | $4,126+3.0% | $4,2480% |
| Participant deferral / active EE | $10,699 | $5,706+87.5% | $5,247+103.9% | $6,531+63.8% |
| Admin fee / account holder | $3,475 | $13,245-73.8% | $11,799-70.5% | $14,480-76.0% |