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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 | $755,438 | $157,276+380.3% | $141,177+435.1% | $152,885+394.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 17.58% | 64.33%-46.8pp | 71.40%-53.8pp | 345.39%-327.8pp |
| Employer contribution / active EE | $3,120 | $5,262-40.7% | $4,736-34.1% | $4,763-34.5% |
| Participant deferral / active EE | $10,450 | $7,110+47.0% | $6,710+55.7% | $5,851+78.6% |
| Admin fee / account holder | $34,802 | $12,123+187.1% | $10,263+239.1% | $11,598+200.1% |