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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 | $185,312+177.8% | $161,489+218.8% | $154,746+232.7% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 11.54% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $12,665 | $4,769+165.6% | $4,268+196.7% | $4,379+189.2% |
| Participant deferral / active EE | $7,787 | $6,350+22.6% | $5,630+38.3% | $6,730+15.7% |
| Admin fee / account holder | $6,968 | $18,654-62.6% | $16,006-56.5% | $14,365-51.5% |