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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 | $848,288 | $185,312+357.8% | $161,489+425.3% | $154,746+448.2% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 17.39% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,983 | $4,769-58.4% | $4,268-53.5% | $4,379-54.7% |
| Participant deferral / active EE | $3,243 | $6,350-48.9% | $5,630-42.4% | $6,730-51.8% |
| Admin fee / account holder | $29,367 | $18,654+57.4% | $16,006+83.5% | $14,365+104.4% |