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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 | $159,978+266.6% | $147,041+298.8% | $145,978+301.7% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 17.64% | 98.36%-80.7pp | 419.21%-401.6pp | 550.52%-532.9pp |
| Employer contribution / active EE | $2,224 | $5,288-57.9% | $4,935-54.9% | $4,662-52.3% |
| Participant deferral / active EE | $13,571 | $8,429+61.0% | $8,071+68.2% | $6,690+102.9% |
| Admin fee / account holder | $8,332 | $15,053-44.7% | $13,006-35.9% | $13,400-37.8% |