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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 | $613,117 | $177,156+246.1% | $147,027+317.0% | $154,746+296.2% |
| Participation rate | 73.9% | 79.4%-5.4pp | 73.7%+0.2pp | 80.7%-6.8pp |
| Annual return | 20.14% | 21.94%-1.8pp | 20.23%-0.1pp | 172.34%-152.2pp |
| Employer contribution / active EE | $18,464 | $4,336+325.8% | $3,626+409.2% | $4,379+321.6% |
| Participant deferral / active EE | $11,282 | $5,797+94.6% | $4,933+128.7% | $6,730+67.6% |
| Admin fee / account holder | $22,416 | $14,904+50.4% | $12,223+83.4% | $14,365+56.0% |