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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 | $155,555+386.9% | $146,866+415.7% | $155,188+388.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 28.45% | 115.41%-87.0pp | 102.85%-74.4pp | 148.84%-120.4pp |
| Employer contribution / active EE | $3,129 | $4,647-32.7% | $4,425-29.3% | $4,248-26.3% |
| Participant deferral / active EE | $2,671 | $8,044-66.8% | $7,759-65.6% | $6,531-59.1% |
| Admin fee / account holder | $26,895 | $14,755+82.3% | $13,620+97.5% | $14,480+85.7% |