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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 | $1,149,021 | $157,296+630.5% | $141,191+713.8% | $152,897+651.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 28.75% | 64.34%-35.6pp | 71.41%-42.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $2,060 | $5,262-60.9% | $4,736-56.5% | $4,764-56.8% |
| Participant deferral / active EE | $2,575 | $7,111-63.8% | $6,710-61.6% | $5,851-56.0% |
| Admin fee / account holder | $21,944 | $12,125+81.0% | $10,264+113.8% | $11,599+89.2% |