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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 | $757,486 | $183,516+312.8% | $155,534+387.0% | $145,884+419.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.16% | 61.43%-46.3pp | 64.92%-49.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,941 | $5,315-63.5% | $4,675-58.5% | $4,662-58.4% |
| Participant deferral / active EE | $4,864 | $6,467-24.8% | $5,630-13.6% | $6,690-27.3% |
| Admin fee / account holder | $19,357 | $19,293+0.3% | $15,900+21.7% | $13,392+44.5% |