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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 | $592,248 | $185,905+218.6% | $170,057+248.3% | $139,487+324.6% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 16.29% | 60.56%-44.3pp | 53.42%-37.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $34,496 | $7,597+354.1% | $6,790+408.0% | $4,755+625.5% |
| Participant deferral / active EE | $11,612 | $11,627-0.1% | $10,411+11.5% | $6,713+73.0% |
| Admin fee / account holder | $4,017 | $15,397-73.9% | $12,826-68.7% | $11,407-64.8% |