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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 | $346,079 | $107,363+222.3% | $92,909+272.5% | $152,897+126.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 23.97% | 145.63%-121.7pp | 109.44%-85.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $12,587 | $4,222+198.1% | $3,653+244.5% | $4,764+164.2% |
| Participant deferral / active EE | $7,620 | $4,848+57.2% | $4,238+79.8% | $5,851+30.2% |
| Admin fee / account holder | $2,183 | $7,082-69.2% | $5,795-62.3% | $11,599-81.2% |