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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 | $514,868 | $172,111+199.1% | $150,298+242.6% | $137,256+275.1% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 11.54% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $12,665 | $4,636+173.2% | $4,154+204.9% | $4,156+204.7% |
| Participant deferral / active EE | $7,787 | $6,166+26.3% | $5,453+42.8% | $6,407+21.5% |
| Admin fee / account holder | $6,968 | $16,471-57.7% | $14,116-50.6% | $12,270-43.2% |