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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 | $394,490 | $183,539+114.9% | $155,556+153.6% | $145,897+170.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.63% | 61.31%-44.7pp | 64.84%-48.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,264 | $5,315-57.4% | $4,675-51.6% | $4,663-51.5% |
| Participant deferral / active EE | $3,849 | $6,467-40.5% | $5,631-31.6% | $6,689-42.5% |
| Admin fee / account holder | $866 | $19,275-95.5% | $15,885-94.5% | $13,390-93.5% |