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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 | $155,555+235.2% | $146,866+255.0% | $155,188+236.0% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.5%-9.2pp | 80.8%-7.5pp |
| Annual return | 17.43% | 115.41%-98.0pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $4,523 | $4,647-2.7% | $4,425+2.2% | $4,248+6.5% |
| Participant deferral / active EE | $17,680 | $8,044+119.8% | $7,759+127.9% | $6,531+170.7% |
| Admin fee / account holder | $6,325 | $14,755-57.1% | $13,620-53.6% | $14,480-56.3% |