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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 | $391,541 | $134,817+190.4% | $123,973+215.8% | $155,188+152.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 20.71% | 515.49%-494.8pp | 388.13%-367.4pp | 148.84%-128.1pp |
| Employer contribution / active EE | $3,009 | $4,425-32.0% | $4,126-27.1% | $4,248-29.2% |
| Participant deferral / active EE | $6,416 | $5,706+12.4% | $5,247+22.3% | $6,531-1.8% |
| Admin fee / account holder | $37,711 | $13,245+184.7% | $11,799+219.6% | $14,480+160.4% |