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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 | $371,835 | $181,896+104.4% | $156,551+137.5% | $273,972+35.7% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 5.39% | 30.74%-25.4pp | 32.23%-26.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $21,057 | $6,248+237.0% | $5,501+282.8% | $4,869+332.5% |
| Participant deferral / active EE | $13,924 | $5,550+150.9% | $4,871+185.9% | $5,287+163.4% |
| Admin fee / account holder | $94,691 | $15,560+508.5% | $13,028+626.8% | $10,133+834.5% |