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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 | $703,040 | $159,934+339.6% | $147,005+378.2% | $145,959+381.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.06% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $4,885 | $5,287-7.6% | $4,934-1.0% | $4,661+4.8% |
| Participant deferral / active EE | $6,480 | $8,427-23.1% | $8,070-19.7% | $6,689-3.1% |
| Admin fee / account holder | $12,572 | $15,053-16.5% | $13,006-3.3% | $13,398-6.2% |