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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 | $342,640 | $185,856+84.4% | $170,028+101.5% | $139,456+145.7% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 16.88% | 60.52%-43.6pp | 53.39%-36.5pp | 373.45%-356.6pp |
| Employer contribution / active EE | $4,835 | $7,593-36.3% | $6,788-28.8% | $4,753+1.7% |
| Participant deferral / active EE | $14,250 | $11,623+22.6% | $10,409+36.9% | $6,711+112.3% |
| Admin fee / account holder | $5,117 | $15,387-66.7% | $12,820-60.1% | $11,407-55.1% |