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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 | $702,752 | $185,312+279.2% | $161,489+335.2% | $154,746+354.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 16.98% | 103.84%-86.9pp | 89.72%-72.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $14,010 | $4,769+193.8% | $4,268+228.2% | $4,379+219.9% |
| Participant deferral / active EE | $12,576 | $6,350+98.1% | $5,630+123.4% | $6,730+86.9% |
| Admin fee / account holder | $9,281 | $18,654-50.3% | $16,006-42.0% | $14,365-35.4% |