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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 | $518,087 | $174,379+197.1% | $152,093+240.6% | $138,895+273.0% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 19.35% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $7,660 | $4,652+64.7% | $4,175+83.5% | $4,194+82.6% |
| Participant deferral / active EE | $6,073 | $6,159-1.4% | $5,451+11.4% | $6,396-5.1% |
| Admin fee / account holder | $6,239 | $16,880-63.0% | $14,497-57.0% | $12,562-50.3% |