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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 | $495,715 | $157,276+215.2% | $141,177+251.1% | $152,885+224.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 29.02% | 64.33%-35.3pp | 71.40%-42.4pp | 345.39%-316.4pp |
| Employer contribution / active EE | $6,464 | $5,262+22.9% | $4,736+36.5% | $4,763+35.7% |
| Participant deferral / active EE | $11,138 | $7,110+56.6% | $6,710+66.0% | $5,851+90.4% |
| Admin fee / account holder | $6,957 | $12,123-42.6% | $10,263-32.2% | $11,598-40.0% |