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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 | $537,102 | $107,353+400.3% | $92,903+478.1% | $152,885+251.3% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.5%-12.5pp |
| Annual return | 21.41% | 145.62%-124.2pp | 109.43%-88.0pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,322 | $4,222-68.7% | $3,653-63.8% | $4,763-72.2% |
| Participant deferral / active EE | $8,653 | $4,848+78.5% | $4,238+104.2% | $5,851+47.9% |
| Admin fee / account holder | $14,881 | $7,081+110.1% | $5,795+156.8% | $11,598+28.3% |