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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 | $743,526 | $154,193+382.2% | $130,045+471.7% | $139,466+433.1% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 16.86% | 32.51%-15.6pp | -137.30%+154.2pp | 373.66%-356.8pp |
| Employer contribution / active EE | $5,396 | $5,292+2.0% | $4,321+24.9% | $4,754+13.5% |
| Participant deferral / active EE | $12,671 | $6,709+88.9% | $5,820+117.7% | $6,712+88.8% |
| Admin fee / account holder | $69,912 | $13,989+399.8% | $10,600+559.5% | $11,409+512.8% |