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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 | $752,453 | $154,228+387.9% | $145,433+417.4% | $137,256+448.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.46% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,517 | $4,804-47.6% | $4,554-44.7% | $4,156-39.4% |
| Participant deferral / active EE | $14,575 | $8,216+77.4% | $7,897+84.6% | $6,407+127.5% |
| Admin fee / account holder | $832 | $14,344-94.2% | $13,129-93.7% | $12,270-93.2% |