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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 | $602,712 | $172,111+250.2% | $150,298+301.0% | $137,256+339.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 17.57% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,242 | $4,636-30.1% | $4,154-22.0% | $4,156-22.0% |
| Participant deferral / active EE | $10,912 | $6,166+77.0% | $5,453+100.1% | $6,407+70.3% |
| Admin fee / account holder | $1,739 | $16,471-89.4% | $14,116-87.7% | $12,270-85.8% |