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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 | $586,274 | $165,399+254.5% | $149,745+291.5% | $158,982+268.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 19.49% | 348.34%-328.8pp | 276.72%-257.2pp | 302.99%-283.5pp |
| Employer contribution / active EE | $2,233 | $5,105-56.3% | $4,646-51.9% | $4,763-53.1% |
| Participant deferral / active EE | $2,879 | $7,183-59.9% | $6,843-57.9% | $5,983-51.9% |
| Admin fee / account holder | $4,114 | $10,811-61.9% | $9,312-55.8% | $11,252-63.4% |