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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 | $571,637 | $175,259+226.2% | $149,723+281.8% | $139,487+309.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 21.25% | 166.82%-145.6pp | 134.50%-113.2pp | 373.84%-352.6pp |
| Employer contribution / active EE | $11,036 | $5,478+101.4% | $4,821+128.9% | $4,755+132.1% |
| Participant deferral / active EE | $2,065 | $6,522-68.3% | $5,682-63.7% | $6,713-69.2% |
| Admin fee / account holder | $27,864 | $16,158+72.4% | $13,215+110.9% | $11,407+144.3% |