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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 | $441,170 | $227,399+94.0% | $189,758+132.5% | $198,609+122.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 18.46% | 61.03%-42.6pp | 52.62%-34.2pp | 202.70%-184.2pp |
| Employer contribution / active EE | $2,059 | $5,526-62.7% | $4,767-56.8% | $5,055-59.3% |
| Participant deferral / active EE | $13,369 | $6,837+95.5% | $5,856+128.3% | $6,977+91.6% |
| Admin fee / account holder | $801 | $25,162-96.8% | $20,388-96.1% | $19,030-95.8% |