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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 | $597,133 | $227,399+162.6% | $189,758+214.7% | $198,609+200.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 14.91% | 61.03%-46.1pp | 52.62%-37.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $5,201 | $5,526-5.9% | $4,767+9.1% | $5,055+2.9% |
| Participant deferral / active EE | $6,963 | $6,837+1.8% | $5,856+18.9% | $6,977-0.2% |
| Admin fee / account holder | $134,502 | $25,162+434.5% | $20,388+559.7% | $19,030+606.8% |