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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 | $446,787 | $129,737+244.4% | $119,126+275.1% | $154,746+188.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 10.60% | 379.08%-368.5pp | 282.11%-271.5pp | 172.34%-161.7pp |
| Employer contribution / active EE | $7,270 | $4,375+66.2% | $4,034+80.2% | $4,379+66.0% |
| Participant deferral / active EE | $15,787 | $5,842+170.2% | $5,318+196.9% | $6,730+134.6% |
| Admin fee / account holder | $58,491 | $11,961+389.0% | $10,693+447.0% | $14,365+307.2% |