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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 | $500,464 | $211,239+136.9% | $178,528+180.3% | $145,877+243.1% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.19% | 30.22%-18.0pp | 27.11%-14.9pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,491 | $4,570-45.5% | $3,950-36.9% | $4,663-46.6% |
| Participant deferral / active EE | $10,554 | $6,963+51.6% | $6,278+68.1% | $6,691+57.7% |
| Admin fee / account holder | $990 | $12,095-91.8% | $10,419-90.5% | $13,402-92.6% |