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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 | $416,652 | $160,028+160.4% | $147,080+183.3% | $145,884+185.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 21.01% | 98.60%-77.6pp | 420.17%-399.2pp | 551.85%-530.8pp |
| Employer contribution / active EE | $4,430 | $5,286-16.2% | $4,933-10.2% | $4,662-5.0% |
| Participant deferral / active EE | $9,716 | $8,422+15.4% | $8,066+20.5% | $6,690+45.2% |
| Admin fee / account holder | $22,861 | $15,030+52.1% | $12,989+76.0% | $13,392+70.7% |