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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 | $664,502 | $176,105+277.3% | $159,474+316.7% | $167,536+296.6% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.00% | 331.91%-318.9pp | 263.68%-250.7pp | 478.82%-465.8pp |
| Employer contribution / active EE | $2,188 | $5,299-58.7% | $4,831-54.7% | $4,839-54.8% |
| Participant deferral / active EE | $2,903 | $7,751-62.6% | $7,353-60.5% | $6,342-54.2% |
| Admin fee / account holder | $5,090 | $12,559-59.5% | $10,802-52.9% | $12,315-58.7% |