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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 | $550,385 | $157,304+249.9% | $141,197+289.8% | $152,909+259.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 29.79% | 64.34%-34.6pp | 71.41%-41.6pp | 345.46%-315.7pp |
| Employer contribution / active EE | $20,200 | $5,263+283.8% | $4,736+326.5% | $4,764+324.0% |
| Participant deferral / active EE | $10,350 | $7,111+45.6% | $6,710+54.2% | $5,851+76.9% |
| Admin fee / account holder | $4,712 | $12,126-61.1% | $10,265-54.1% | $11,601-59.4% |