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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 | $520,479 | $172,111+202.4% | $150,298+246.3% | $137,256+279.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 12.02% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,649 | $4,636-21.3% | $4,154-12.2% | $4,156-12.2% |
| Participant deferral / active EE | $13,375 | $6,166+116.9% | $5,453+145.3% | $6,407+108.8% |
| Admin fee / account holder | $95,288 | $16,471+478.5% | $14,116+575.0% | $12,270+676.6% |