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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 | $521,365 | $162,136+221.6% | $152,301+242.3% | $154,746+236.9% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 17.43% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $4,523 | $4,890-7.5% | $4,624-2.2% | $4,379+3.3% |
| Participant deferral / active EE | $17,680 | $8,341+112.0% | $8,004+120.9% | $6,730+162.7% |
| Admin fee / account holder | $6,325 | $15,759-59.9% | $14,398-56.1% | $14,365-56.0% |