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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 | $435,927 | $72,071+504.9% | $68,368+537.6% | $137,256+217.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 13.57% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $7,122 | $2,788+155.5% | $2,649+168.9% | $4,156+71.4% |
| Participant deferral / active EE | $16,425 | $4,410+272.4% | $4,123+298.4% | $6,407+156.4% |
| Admin fee / account holder | $27,821 | $5,336+421.4% | $5,150+440.2% | $12,270+126.7% |