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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 | $321,389 | $106,008+203.2% | $92,240+248.4% | $147,586+117.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 17.15% | 50.05%-32.9pp | 176.29%-159.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $11,661 | $4,333+169.1% | $3,680+216.9% | $4,876+139.1% |
| Participant deferral / active EE | $9,949 | $4,478+122.2% | $3,897+155.3% | $5,439+82.9% |
| Admin fee / account holder | $1,484 | $6,333-76.6% | $5,194-71.4% | $10,886-86.4% |