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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 | $102,595+324.9% | $94,057+363.5% | $154,746+181.7% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 80.7%-10.7pp |
| Annual return | 13.57% | 583.42%-569.8pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $7,122 | $3,147+126.3% | $2,933+142.8% | $4,379+62.6% |
| Participant deferral / active EE | $16,425 | $5,118+220.9% | $4,709+248.8% | $6,730+144.0% |
| Admin fee / account holder | $27,821 | $7,736+259.6% | $7,244+284.0% | $14,365+93.7% |