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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 | $700,607 | $167,522+318.2% | $151,639+362.0% | $134,532+420.8% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.5%-8.5pp | 81.2%-2.3pp |
| Annual return | 2.84% | 7.81%-5.0pp | 3.34%-0.5pp | 418.27%-415.4pp |
| Employer contribution / active EE | $2,285 | $6,828-66.5% | $6,165-62.9% | $4,741-51.8% |
| Participant deferral / active EE | $15,227 | $8,986+69.5% | $8,363+82.1% | $6,401+137.9% |
| Admin fee / account holder | $4,259 | $13,780-69.1% | $11,613-63.3% | $11,429-62.7% |