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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 | $254,384 | $185,883+36.9% | $170,043+49.6% | $139,466+82.4% |
| Participation rate | 72.2% | 87.8%-15.5pp | 87.0%-14.8pp | 80.3%-8.1pp |
| Annual return | 17.37% | 60.54%-43.2pp | 53.40%-36.0pp | 373.66%-356.3pp |
| Employer contribution / active EE | $27,038 | $7,596+255.9% | $6,790+298.2% | $4,754+468.7% |
| Participant deferral / active EE | $16,669 | $11,626+43.4% | $10,410+60.1% | $6,712+148.3% |
| Admin fee / account holder | $46,827 | $15,393+204.2% | $12,824+265.1% | $11,409+310.5% |