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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 | $747,830 | $184,014+306.4% | $161,149+364.1% | $138,895+438.4% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.8%-6.1pp | 79.9%-7.2pp |
| Annual return | 13.63% | 21.52%-7.9pp | 21.16%-7.5pp | 145.39%-131.8pp |
| Employer contribution / active EE | $5,576 | $5,055+10.3% | $4,360+27.9% | $4,194+32.9% |
| Participant deferral / active EE | $11,640 | $6,909+68.5% | $6,153+89.2% | $6,396+82.0% |
| Admin fee / account holder | $1,500 | $18,027-91.7% | $15,194-90.1% | $12,562-88.1% |