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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 | $172,111+307.8% | $150,298+367.0% | $137,256+411.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 21.29% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $13,583 | $4,636+193.0% | $4,154+227.0% | $4,156+226.8% |
| Participant deferral / active EE | $11,456 | $6,166+85.8% | $5,453+110.1% | $6,407+78.8% |
| Admin fee / account holder | $6,735 | $16,471-59.1% | $14,116-52.3% | $12,270-45.1% |