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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 | $446,787 | $171,492+160.5% | $150,734+196.4% | $198,609+125.0% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 10.60% | 804.70%-794.1pp | 600.81%-590.2pp | 202.70%-192.1pp |
| Employer contribution / active EE | $7,270 | $5,470+32.9% | $4,918+47.8% | $5,055+43.8% |
| Participant deferral / active EE | $15,787 | $6,259+152.2% | $5,610+181.4% | $6,977+126.3% |
| Admin fee / account holder | $58,491 | $17,628+231.8% | $14,905+292.4% | $19,030+207.4% |