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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 | $718,917 | $166,131+332.7% | $164,975+335.8% | $145,877+392.8% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 11.86% | 100.37%-88.5pp | 70.12%-58.3pp | 551.28%-539.4pp |
| Employer contribution / active EE | $6,781 | $5,276+28.5% | $4,343+56.1% | $4,663+45.4% |
| Participant deferral / active EE | $4,227 | $6,962-39.3% | $6,033-29.9% | $6,691-36.8% |
| Admin fee / account holder | $29,096 | $16,648+74.8% | $12,688+129.3% | $13,402+117.1% |