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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 | $568,224 | $148,629+282.3% | $135,982+317.9% | $139,487+307.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 15.44% | 79.33%-63.9pp | 68.32%-52.9pp | 373.84%-358.4pp |
| Employer contribution / active EE | $1,008 | $5,247-80.8% | $4,859-79.2% | $4,755-78.8% |
| Participant deferral / active EE | $3,103 | $8,102-61.7% | $7,760-60.0% | $6,713-53.8% |
| Admin fee / account holder | $10,211 | $12,406-17.7% | $10,767-5.2% | $11,407-10.5% |