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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 | $676,235 | $225,673+199.7% | $203,872+231.7% | $155,188+335.8% |
| Participation rate | 75.0% | 80.3%-5.3pp | 77.8%-2.8pp | 80.8%-5.8pp |
| Annual return | 18.79% | 95.91%-77.1pp | 85.11%-66.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $12,650 | $4,099+208.6% | $3,757+236.7% | $4,248+197.8% |
| Participant deferral / active EE | $6,608 | $6,893-4.1% | $6,388+3.4% | $6,531+1.2% |
| Admin fee / account holder | $5,836 | $12,327-52.7% | $11,730-50.3% | $14,480-59.7% |