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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 | $162,136+376.2% | $152,301+407.0% | $154,746+399.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 17.23% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,468 | $4,890-49.5% | $4,624-46.6% | $4,379-43.6% |
| Participant deferral / active EE | $10,000 | $8,341+19.9% | $8,004+24.9% | $6,730+48.6% |
| Admin fee / account holder | $3,606 | $15,759-77.1% | $14,398-75.0% | $14,365-74.9% |