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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 | $757,414 | $154,228+391.1% | $145,433+420.8% | $137,256+451.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 28.45% | 74.59%-46.1pp | 66.58%-38.1pp | 220.34%-191.9pp |
| Employer contribution / active EE | $3,129 | $4,804-34.9% | $4,554-31.3% | $4,156-24.7% |
| Participant deferral / active EE | $2,671 | $8,216-67.5% | $7,897-66.2% | $6,407-58.3% |
| Admin fee / account holder | $26,895 | $14,344+87.5% | $13,129+104.9% | $12,270+119.2% |