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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 | $339,389 | $121,656+179.0% | $104,614+224.4% | $158,950+113.5% |
| Participation rate | 93.3% | 77.5%+15.8pp | 74.1%+19.3pp | 82.0%+11.4pp |
| Annual return | 16.33% | 465.51%-449.2pp | 340.56%-324.2pp | 302.91%-286.6pp |
| Employer contribution / active EE | $2,532 | $3,164-20.0% | $2,681-5.5% | $4,762-46.8% |
| Participant deferral / active EE | $4,963 | $4,177+18.8% | $3,739+32.7% | $5,983-17.0% |
| Admin fee / account holder | $8,458 | $7,775+8.8% | $6,464+30.9% | $11,248-24.8% |