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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 | $510,140 | $181,062+181.7% | $158,223+222.4% | $155,188+228.7% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 9.49% | 57.39%-47.9pp | 52.09%-42.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $2,083 | $4,565-54.4% | $4,109-49.3% | $4,248-51.0% |
| Participant deferral / active EE | $6,796 | $6,134+10.8% | $5,467+24.3% | $6,531+4.1% |
| Admin fee / account holder | $19,562 | $18,825+3.9% | $16,047+21.9% | $14,480+35.1% |