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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 | $397,611 | $72,071+451.7% | $68,368+481.6% | $137,256+189.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 14.47% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $13,508 | $2,788+384.5% | $2,649+409.9% | $4,156+225.0% |
| Participant deferral / active EE | $13,931 | $4,410+215.9% | $4,123+237.9% | $6,407+117.4% |
| Admin fee / account holder | $28,549 | $5,336+435.1% | $5,150+454.4% | $12,270+132.7% |