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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 | $772,110 | $196,972+292.0% | $182,262+323.6% | $198,609+288.8% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 17.23% | 158.27%-141.0pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,468 | $5,364-54.0% | $5,046-51.1% | $5,055-51.2% |
| Participant deferral / active EE | $10,000 | $8,643+15.7% | $8,276+20.8% | $6,977+43.3% |
| Admin fee / account holder | $3,606 | $18,429-80.4% | $16,712-78.4% | $19,030-81.1% |