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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 | $303,568 | $817,678-62.9% | $392,568-22.7% | $152,909+98.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.1%-3.1pp | 82.5%-7.5pp |
| Annual return | 22.51% | 22.84%-0.3pp | 24.42%-1.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $4,589 | $5,502-16.6% | $3,783+21.3% | $4,764-3.7% |
| Participant deferral / active EE | $14,250 | $8,398+69.7% | $5,985+138.1% | $5,851+143.5% |
| Admin fee / account holder | $2,460 | $12,095-79.7% | $6,260-60.7% | $11,601-78.8% |