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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 | $627,264 | $178,174+252.1% | $156,181+301.6% | $137,256+357.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.99% | 84.19%-69.2pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $15,667 | $4,972+215.1% | $4,294+264.9% | $4,156+277.0% |
| Participant deferral / active EE | $3,944 | $6,888-42.7% | $6,132-35.7% | $6,407-38.4% |
| Admin fee / account holder | $2,435 | $17,404-86.0% | $14,586-83.3% | $12,270-80.2% |