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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 | $411,912 | $209,422+96.7% | $178,503+130.8% | $158,982+159.1% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 9.11% | 188.81%-179.7pp | 151.12%-142.0pp | 302.99%-293.9pp |
| Employer contribution / active EE | $2,911 | $5,707-49.0% | $5,011-41.9% | $4,763-38.9% |
| Participant deferral / active EE | $6,851 | $5,955+15.0% | $5,202+31.7% | $5,983+14.5% |
| Admin fee / account holder | $56,907 | $17,079+233.2% | $13,987+306.9% | $11,252+405.8% |