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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 | $603,433 | $106,247+468.0% | $96,515+525.2% | $139,466+332.7% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 11.53% | 38.47%-26.9pp | 35.73%-24.2pp | 373.66%-362.1pp |
| Employer contribution / active EE | $4,755 | $4,106+15.8% | $3,740+27.1% | $4,7540% |
| Participant deferral / active EE | $13,921 | $5,456+155.2% | $4,880+185.3% | $6,712+107.4% |
| Admin fee / account holder | $9,849 | $7,885+24.9% | $6,735+46.2% | $11,409-13.7% |