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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 | $465,211 | $185,905+150.2% | $170,057+173.6% | $139,487+233.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 24.49% | 60.56%-36.1pp | 53.42%-28.9pp | 373.84%-349.4pp |
| Employer contribution / active EE | $8,000 | $7,597+5.3% | $6,790+17.8% | $4,755+68.3% |
| Participant deferral / active EE | $12,150 | $11,627+4.5% | $10,411+16.7% | $6,713+81.0% |
| Admin fee / account holder | $120,403 | $15,397+682.0% | $12,826+838.7% | $11,407+955.5% |