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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 | $334,575 | $210,698+58.8% | $178,014+87.9% | $145,959+129.2% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 23.19% | 386.27%-363.1pp | 294.80%-271.6pp | 561.95%-538.8pp |
| Employer contribution / active EE | $11,348 | $4,567+148.5% | $3,950+187.3% | $4,661+143.5% |
| Participant deferral / active EE | $11,921 | $6,958+71.3% | $6,276+89.9% | $6,689+78.2% |
| Admin fee / account holder | $6,777 | $12,016-43.6% | $10,362-34.6% | $13,398-49.4% |