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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 | $590,558 | $154,228+282.9% | $145,433+306.1% | $137,256+330.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.02% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,106 | $4,804-35.3% | $4,554-31.8% | $4,156-25.3% |
| Participant deferral / active EE | $13,470 | $8,216+63.9% | $7,897+70.6% | $6,407+110.2% |
| Admin fee / account holder | $16,572 | $14,344+15.5% | $13,129+26.2% | $12,270+35.1% |