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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 | $461,907 | $178,174+159.2% | $156,181+195.8% | $137,256+236.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 14.56% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $14,944 | $4,972+200.6% | $4,294+248.0% | $4,156+259.6% |
| Participant deferral / active EE | $14,051 | $6,888+104.0% | $6,132+129.1% | $6,407+119.3% |
| Admin fee / account holder | $1,958 | $17,404-88.8% | $14,586-86.6% | $12,270-84.0% |