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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 | $363,668 | $124,175+192.9% | $108,405+235.5% | $167,553+117.0% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 11.80% | 1380.13%-1368.3pp | 905.55%-893.8pp | 478.89%-467.1pp |
| Employer contribution / active EE | $2,880 | $4,188-31.2% | $3,559-19.1% | $4,840-40.5% |
| Participant deferral / active EE | $6,759 | $6,908-2.2% | $6,563+3.0% | $6,343+6.6% |
| Admin fee / account holder | $4,763 | $9,457-49.6% | $7,297-34.7% | $12,316-61.3% |