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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 | $586,405 | $160,070+266.3% | $147,117+298.6% | $145,897+301.9% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.9pp | 80.3%-7.0pp |
| Annual return | 17.64% | 98.69%-81.0pp | 420.54%-402.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $2,224 | $5,285-57.9% | $4,932-54.9% | $4,663-52.3% |
| Participant deferral / active EE | $13,571 | $8,419+61.2% | $8,065+68.3% | $6,689+102.9% |
| Admin fee / account holder | $8,332 | $15,035-44.6% | $12,993-35.9% | $13,390-37.8% |