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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 | $358,452 | $183,539+95.3% | $155,556+130.4% | $145,897+145.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.95% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $8,199 | $5,315+54.2% | $4,675+75.4% | $4,663+75.8% |
| Participant deferral / active EE | $6,706 | $6,467+3.7% | $5,631+19.1% | $6,689+0.2% |
| Admin fee / account holder | $1,414 | $19,275-92.7% | $15,885-91.1% | $13,390-89.4% |