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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 | $407,251 | $172,111+136.6% | $150,298+171.0% | $137,256+196.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.73% | 69.37%-55.6pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $34,540 | $4,636+645.0% | $4,154+731.5% | $4,156+731.1% |
| Participant deferral / active EE | $24,411 | $6,166+295.9% | $5,453+347.7% | $6,407+281.0% |
| Admin fee / account holder | $351,098 | $16,471+2031.6% | $14,116+2387.3% | $12,270+2761.4% |