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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 | $162,136+264.2% | $152,301+287.8% | $154,746+281.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 21.02% | 91.02%-70.0pp | 80.50%-59.5pp | 172.34%-151.3pp |
| Employer contribution / active EE | $3,106 | $4,890-36.5% | $4,624-32.8% | $4,379-29.1% |
| Participant deferral / active EE | $13,470 | $8,341+61.5% | $8,004+68.3% | $6,730+100.1% |
| Admin fee / account holder | $16,572 | $15,759+5.2% | $14,398+15.1% | $14,365+15.4% |