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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 | $514,504 | $180,749+184.7% | $160,784+220.0% | $137,256+274.8% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.0%-7.0pp | 80.0%-10.0pp |
| Annual return | 11.52% | 2234.46%-2222.9pp | 1803.92%-1792.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,651 | $4,155-12.1% | $3,733-2.2% | $4,156-12.1% |
| Participant deferral / active EE | $7,621 | $6,844+11.3% | $6,293+21.1% | $6,407+18.9% |
| Admin fee / account holder | $17,231 | $10,397+65.7% | $9,717+77.3% | $12,270+40.4% |