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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 | $755,186 | $181,896+315.2% | $156,551+382.4% | $273,972+175.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 8.42% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $36,708 | $6,248+487.5% | $5,501+567.3% | $4,869+653.9% |
| Participant deferral / active EE | $22,009 | $5,550+296.6% | $4,871+351.8% | $5,287+316.3% |
| Admin fee / account holder | $46,438 | $15,560+198.4% | $13,028+256.4% | $10,133+358.3% |