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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 | $562,610 | $148,629+278.5% | $135,982+313.7% | $139,487+303.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 13.93% | 79.33%-65.4pp | 68.32%-54.4pp | 373.84%-359.9pp |
| Employer contribution / active EE | $1,689 | $5,247-67.8% | $4,859-65.2% | $4,755-64.5% |
| Participant deferral / active EE | $5,397 | $8,102-33.4% | $7,760-30.5% | $6,713-19.6% |
| Admin fee / account holder | $20,495 | $12,406+65.2% | $10,767+90.3% | $11,407+79.7% |