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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 | $290,764 | $162,136+79.3% | $152,301+90.9% | $154,746+87.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 13.86% | 91.02%-77.2pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $4,017 | $4,890-17.9% | $4,624-13.1% | $4,379-8.3% |
| Participant deferral / active EE | $16,129 | $8,341+93.4% | $8,004+101.5% | $6,730+139.6% |
| Admin fee / account holder | $118,821 | $15,759+654.0% | $14,398+725.3% | $14,365+727.1% |