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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 | $627,975 | $185,312+238.9% | $161,489+288.9% | $154,746+305.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.71% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $6,025 | $4,769+26.3% | $4,268+41.2% | $4,379+37.6% |
| Participant deferral / active EE | $18,695 | $6,350+194.4% | $5,630+232.1% | $6,730+177.8% |
| Admin fee / account holder | $74,712 | $18,654+300.5% | $16,006+366.8% | $14,365+420.1% |