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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 | $731,680 | $182,442+301.0% | $163,379+347.8% | $138,895+426.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 16.12% | 72.74%-56.6pp | 63.41%-47.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $10,121 | $4,159+143.3% | $3,752+169.7% | $4,194+141.3% |
| Participant deferral / active EE | $14,006 | $6,817+105.5% | $6,282+123.0% | $6,396+119.0% |
| Admin fee / account holder | $15,414 | $10,396+48.3% | $9,818+57.0% | $12,562+22.7% |