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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 | $373,607 | $99,053+277.2% | $88,179+323.7% | $138,895+169.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 15.85% | 78.17%-62.3pp | 64.97%-49.1pp | 145.39%-129.5pp |
| Employer contribution / active EE | $14,942 | $2,882+418.5% | $2,549+486.1% | $4,194+256.3% |
| Participant deferral / active EE | $19,845 | $5,225+279.8% | $4,614+330.1% | $6,396+210.3% |
| Admin fee / account holder | $1,521 | $8,748-82.6% | $7,673-80.2% | $12,562-87.9% |