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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 | $623,656 | $148,629+319.6% | $135,982+358.6% | $139,487+347.1% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 16.72% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $6,834 | $5,247+30.3% | $4,859+40.6% | $4,755+43.7% |
| Participant deferral / active EE | $11,374 | $8,102+40.4% | $7,760+46.6% | $6,713+69.4% |
| Admin fee / account holder | $27,518 | $12,406+121.8% | $10,767+155.6% | $11,407+141.2% |