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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 | $661,549 | $192,829+243.1% | $142,516+364.2% | $139,487+374.3% |
| Participation rate | 75.0% | 81.4%-6.4pp | 76.8%-1.8pp | 80.3%-5.3pp |
| Annual return | 17.13% | 18.07%-0.9pp | 20.03%-2.9pp | 373.84%-356.7pp |
| Employer contribution / active EE | $28,533 | $5,808+391.2% | $4,849+488.4% | $4,755+500.1% |
| Participant deferral / active EE | $3,175 | $7,200-55.9% | $6,280-49.4% | $6,713-52.7% |
| Admin fee / account holder | $4,627 | $15,120-69.4% | $10,008-53.8% | $11,407-59.4% |