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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 | $950,711 | $185,905+411.4% | $170,057+459.1% | $139,487+581.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 14.42% | 60.56%-46.1pp | 53.42%-39.0pp | 373.84%-359.4pp |
| Employer contribution / active EE | $2,995 | $7,597-60.6% | $6,790-55.9% | $4,755-37.0% |
| Participant deferral / active EE | $9,796 | $11,627-15.7% | $10,411-5.9% | $6,713+45.9% |
| Admin fee / account holder | $84,926 | $15,397+451.6% | $12,826+562.1% | $11,407+644.5% |