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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 | $865,423 | $197,637+337.9% | $177,848+386.6% | $158,982+444.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.11% | 58.77%-40.7pp | 48.33%-30.2pp | 302.99%-284.9pp |
| Employer contribution / active EE | $5,102 | $6,698-23.8% | $5,919-13.8% | $4,763+7.1% |
| Participant deferral / active EE | $9,315 | $8,405+10.8% | $7,714+20.8% | $5,983+55.7% |
| Admin fee / account holder | $8,337 | $15,406-45.9% | $12,431-32.9% | $11,252-25.9% |