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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 | $185,312+277.3% | $161,489+333.0% | $154,746+351.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 19.82% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $21,409 | $4,769+348.9% | $4,268+401.6% | $4,379+388.9% |
| Participant deferral / active EE | $26,958 | $6,350+324.6% | $5,630+378.8% | $6,730+300.5% |
| Admin fee / account holder | $10,698 | $18,654-42.6% | $16,006-33.2% | $14,365-25.5% |