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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 | $666,944 | $178,174+274.3% | $156,181+327.0% | $137,256+385.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 16.56% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $7,812 | $4,972+57.1% | $4,294+81.9% | $4,156+88.0% |
| Participant deferral / active EE | $14,021 | $6,888+103.6% | $6,132+128.6% | $6,407+118.8% |
| Admin fee / account holder | $3,350 | $17,404-80.8% | $14,586-77.0% | $12,270-72.7% |