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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 | $802,158 | $209,425+283.0% | $178,499+349.4% | $158,966+404.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.40% | 188.80%-174.4pp | 151.10%-136.7pp | 302.95%-288.6pp |
| Employer contribution / active EE | $2,110 | $5,707-63.0% | $5,011-57.9% | $4,762-55.7% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $8,167 | $17,078-52.2% | $13,986-41.6% | $11,250-27.4% |