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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 | $556,048 | $108,825+411.0% | $156,181+256.0% | $82,448+574.4% |
| Participation rate | 87.9% | 72.4%+15.5pp | 78.8%+9.1pp | 68.1%+19.8pp |
| Annual return | 15.85% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $8,033 | $2,870+179.9% | $4,294+87.1% | $2,551+214.9% |
| Participant deferral / active EE | $7,492 | $4,577+63.7% | $6,132+22.2% | $4,139+81.0% |
| Admin fee / account holder | $6,385 | $9,341-31.6% | $14,586-56.2% | $7,234-11.7% |