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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 | $771,710 | $172,111+348.4% | $150,298+413.5% | $137,256+462.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.16% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $16,921 | $4,636+265.0% | $4,154+307.3% | $4,156+307.1% |
| Participant deferral / active EE | $12,926 | $6,166+109.6% | $5,453+137.1% | $6,407+101.8% |
| Admin fee / account holder | $10,833 | $16,471-34.2% | $14,116-23.3% | $12,270-11.7% |