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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 | $699,243 | $172,111+306.3% | $150,298+365.2% | $137,256+409.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.82% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $21,409 | $4,636+361.8% | $4,154+415.4% | $4,156+415.1% |
| Participant deferral / active EE | $26,958 | $6,166+337.2% | $5,453+394.4% | $6,407+320.8% |
| Admin fee / account holder | $10,698 | $16,471-35.0% | $14,116-24.2% | $12,270-12.8% |