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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 | $551,447 | $196,972+180.0% | $182,262+202.6% | $198,609+177.7% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 11.90% | 158.27%-146.4pp | 140.60%-128.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $7,139 | $5,364+33.1% | $5,046+41.5% | $5,055+41.2% |
| Participant deferral / active EE | $13,181 | $8,643+52.5% | $8,276+59.3% | $6,977+88.9% |
| Admin fee / account holder | $29,483 | $18,429+60.0% | $16,712+76.4% | $19,030+54.9% |