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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 | $265,548 | $160,070+65.9% | $147,117+80.5% | $145,897+82.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.99% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.3pp |
| Employer contribution / active EE | $2,356 | $5,285-55.4% | $4,932-52.2% | $4,663-49.5% |
| Participant deferral / active EE | $9,820 | $8,419+16.6% | $8,065+21.8% | $6,689+46.8% |
| Admin fee / account holder | $759 | $15,035-95.0% | $12,993-94.2% | $13,390-94.3% |