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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 | $759,926 | $181,896+317.8% | $156,551+385.4% | $273,972+177.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.40% | 30.74%-21.3pp | 32.23%-22.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $21,206 | $6,248+239.4% | $5,501+285.5% | $4,869+335.6% |
| Participant deferral / active EE | $9,829 | $5,550+77.1% | $4,871+101.8% | $5,287+85.9% |
| Admin fee / account holder | $50,939 | $15,560+227.4% | $13,028+291.0% | $10,133+402.7% |