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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 | $643,577 | $209,336+207.4% | $197,124+226.5% | $137,256+368.9% |
| Participation rate | 81.3% | 87.3%-6.1pp | 86.7%-5.5pp | 80.0%+1.3pp |
| Annual return | 17.63% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,189 | $6,591-21.3% | $6,227-16.7% | $4,156+24.8% |
| Participant deferral / active EE | $15,561 | $9,614+61.9% | $9,135+70.4% | $6,407+142.9% |
| Admin fee / account holder | $2,565 | $17,308-85.2% | $16,298-84.3% | $12,270-79.1% |