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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 | $327,003 | $110,410+196.2% | $102,437+219.2% | $145,897+124.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 18.88% | 24.85%-6.0pp | 24.95%-6.1pp | 552.29%-533.4pp |
| Employer contribution / active EE | $4,794 | $4,217+13.7% | $3,871+23.9% | $4,663+2.8% |
| Participant deferral / active EE | $9,347 | $5,622+66.3% | $5,060+84.7% | $6,689+39.7% |
| Admin fee / account holder | $21,799 | $9,745+123.7% | $8,388+159.9% | $13,390+62.8% |