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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 | $546,355 | $181,896+200.4% | $156,551+249.0% | $273,972+99.4% |
| Participation rate | 81.0% | 88.4%-7.4pp | 84.0%-3.1pp | 83.0%-2.1pp |
| Annual return | 11.53% | 30.74%-19.2pp | 32.23%-20.7pp | 41.46%-29.9pp |
| Employer contribution / active EE | $34,349 | $6,248+449.8% | $5,501+524.4% | $4,869+605.5% |
| Participant deferral / active EE | $16,046 | $5,550+189.1% | $4,871+229.4% | $5,287+203.5% |
| Admin fee / account holder | $19,050 | $15,560+22.4% | $13,028+46.2% | $10,133+88.0% |