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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 | $738,643 | $162,136+355.6% | $152,301+385.0% | $154,746+377.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 15.07% | 91.02%-76.0pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,142 | $4,890-76.6% | $4,624-75.3% | $4,379-73.9% |
| Participant deferral / active EE | $5,413 | $8,341-35.1% | $8,004-32.4% | $6,730-19.6% |
| Admin fee / account holder | $16,739 | $15,759+6.2% | $14,398+16.3% | $14,365+16.5% |