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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 | $865,423 | $197,594+338.0% | $177,822+386.7% | $158,931+444.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.11% | 58.76%-40.6pp | 48.32%-30.2pp | 302.86%-284.7pp |
| Employer contribution / active EE | $5,102 | $6,697-23.8% | $5,918-13.8% | $4,761+7.2% |
| Participant deferral / active EE | $9,315 | $8,405+10.8% | $7,714+20.8% | $5,982+55.7% |
| Admin fee / account holder | $8,337 | $15,400-45.9% | $12,428-32.9% | $11,247-25.9% |