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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 | $327,003 | $111,814+192.5% | $103,374+216.3% | $145,959+124.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 18.88% | 24.77%-5.9pp | 24.89%-6.0pp | 561.95%-543.1pp |
| Employer contribution / active EE | $4,794 | $4,214+13.8% | $3,869+23.9% | $4,661+2.9% |
| Participant deferral / active EE | $9,347 | $5,618+66.4% | $5,058+84.8% | $6,689+39.7% |
| Admin fee / account holder | $21,799 | $9,754+123.5% | $8,394+159.7% | $13,398+62.7% |