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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 | $449,917 | $209,874+114.4% | $189,537+137.4% | $167,536+168.6% |
| Participation rate | 78.6% | 88.7%-10.1pp | 87.8%-9.2pp | 82.1%-3.5pp |
| Annual return | 12.44% | 748.61%-736.2pp | 555.34%-542.9pp | 478.82%-466.4pp |
| Employer contribution / active EE | $5,384 | $6,913-22.1% | $6,161-12.6% | $4,839+11.3% |
| Participant deferral / active EE | $7,804 | $8,934-12.6% | $8,220-5.1% | $6,342+23.0% |
| Admin fee / account holder | $6,819 | $14,299-52.3% | $12,048-43.4% | $12,315-44.6% |