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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 | $323,779 | $125,190+158.6% | $105,624+206.5% | $145,897+121.9% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 19.31% | 225.22%-205.9pp | 116.20%-96.9pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,679 | $3,720-54.9% | $3,168-47.0% | $4,663-64.0% |
| Participant deferral / active EE | $8,556 | $5,716+49.7% | $5,013+70.7% | $6,689+27.9% |
| Admin fee / account holder | $397 | $17,138-97.7% | $10,961-96.4% | $13,390-97.0% |