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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 | $166,131+255.2% | $164,975+257.7% | $145,877+304.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 15.05% | 100.37%-85.3pp | 70.12%-55.1pp | 551.28%-536.2pp |
| Employer contribution / active EE | $8,694 | $5,276+64.8% | $4,343+100.2% | $4,663+86.4% |
| Participant deferral / active EE | $6,825 | $6,962-2.0% | $6,033+13.1% | $6,691+2.0% |
| Admin fee / account holder | $8,158 | $16,648-51.0% | $12,688-35.7% | $13,402-39.1% |