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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 | $504,677 | $227,399+121.9% | $189,758+166.0% | $198,609+154.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 79.8%-8.4pp | 82.4%-10.9pp |
| Annual return | 14.12% | 61.03%-46.9pp | 52.62%-38.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $2,811 | $5,526-49.1% | $4,767-41.0% | $5,055-44.4% |
| Participant deferral / active EE | $8,123 | $6,837+18.8% | $5,856+38.7% | $6,977+16.4% |
| Admin fee / account holder | $48,136 | $25,162+91.3% | $20,388+136.1% | $19,030+152.9% |