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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 | $1,021,784 | $160,028+538.5% | $147,080+594.7% | $145,884+600.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.61% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,887 | $5,286-45.4% | $4,933-41.5% | $4,662-38.1% |
| Participant deferral / active EE | $10,560 | $8,422+25.4% | $8,066+30.9% | $6,690+57.8% |
| Admin fee / account holder | $5,023 | $15,030-66.6% | $12,989-61.3% | $13,392-62.5% |