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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 | $181,062+288.1% | $158,223+344.2% | $155,188+352.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 16.98% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.9pp |
| Employer contribution / active EE | $14,010 | $4,565+206.9% | $4,109+241.0% | $4,248+229.8% |
| Participant deferral / active EE | $12,576 | $6,134+105.0% | $5,467+130.0% | $6,531+92.6% |
| Admin fee / account holder | $9,281 | $18,825-50.7% | $16,047-42.2% | $14,480-35.9% |