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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 | $797,242 | $162,821+389.6% | $133,978+495.1% | $158,982+401.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 6.45% | 41.95%-35.5pp | 45.10%-38.6pp | 302.99%-296.5pp |
| Employer contribution / active EE | $4,280 | $4,976-14.0% | $3,919+9.2% | $4,763-10.1% |
| Participant deferral / active EE | $10,574 | $5,910+78.9% | $5,047+109.5% | $5,983+76.7% |
| Admin fee / account holder | $2,609 | $11,742-77.8% | $8,930-70.8% | $11,252-76.8% |