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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 | $565,182 | $157,304+259.3% | $141,197+300.3% | $152,909+269.6% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 20.38% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $10,430 | $5,263+98.2% | $4,736+120.2% | $4,764+118.9% |
| Participant deferral / active EE | $11,632 | $7,111+63.6% | $6,710+73.3% | $5,851+98.8% |
| Admin fee / account holder | $2,024 | $12,126-83.3% | $10,265-80.3% | $11,601-82.6% |