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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 | $354,554 | $155,555+127.9% | $146,866+141.4% | $155,188+128.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 15.78% | 115.41%-99.6pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $3,403 | $4,647-26.8% | $4,425-23.1% | $4,248-19.9% |
| Participant deferral / active EE | $6,435 | $8,044-20.0% | $7,759-17.1% | $6,531-1.5% |
| Admin fee / account holder | $80,411 | $14,755+445.0% | $13,620+490.4% | $14,480+455.3% |