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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 | $181,062+368.5% | $158,223+436.1% | $155,188+446.6% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 17.39% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,983 | $4,565-56.6% | $4,109-51.7% | $4,248-53.3% |
| Participant deferral / active EE | $3,243 | $6,134-47.1% | $5,467-40.7% | $6,531-50.4% |
| Admin fee / account holder | $29,367 | $18,825+56.0% | $16,047+83.0% | $14,480+102.8% |