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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 | $590,095 | $166,268+254.9% | $165,100+257.4% | $145,897+304.5% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 15.05% | 100.52%-85.5pp | 70.21%-55.2pp | 552.29%-537.2pp |
| Employer contribution / active EE | $8,694 | $5,284+64.5% | $4,348+99.9% | $4,663+86.5% |
| Participant deferral / active EE | $6,825 | $6,964-2.0% | $6,035+13.1% | $6,689+2.0% |
| Admin fee / account holder | $8,158 | $16,659-51.0% | $12,696-35.7% | $13,390-39.1% |