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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 | $463,273 | $185,905+149.2% | $170,057+172.4% | $139,487+232.1% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.8pp |
| Annual return | 18.93% | 60.56%-41.6pp | 53.42%-34.5pp | 373.84%-354.9pp |
| Employer contribution / active EE | $5,764 | $7,597-24.1% | $6,790-15.1% | $4,755+21.2% |
| Participant deferral / active EE | $6,826 | $11,627-41.3% | $10,411-34.4% | $6,713+1.7% |
| Admin fee / account holder | $24,260 | $15,397+57.6% | $12,826+89.1% | $11,407+112.7% |