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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 | $701,845 | $227,399+208.6% | $189,758+269.9% | $198,609+253.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 21.29% | 61.03%-39.7pp | 52.62%-31.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $13,583 | $5,526+145.8% | $4,767+185.0% | $5,055+168.7% |
| Participant deferral / active EE | $11,456 | $6,837+67.6% | $5,856+95.6% | $6,977+64.2% |
| Admin fee / account holder | $6,735 | $25,162-73.2% | $20,388-67.0% | $19,030-64.6% |