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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 | $635,313 | $154,228+311.9% | $145,433+336.8% | $137,256+362.9% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 19.70% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,375 | $4,804-50.6% | $4,554-47.9% | $4,156-42.9% |
| Participant deferral / active EE | $15,285 | $8,216+86.0% | $7,897+93.5% | $6,407+138.6% |
| Admin fee / account holder | $350 | $14,344-97.6% | $13,129-97.3% | $12,270-97.2% |