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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 | $362,931 | $160,070+126.7% | $147,117+146.7% | $145,897+148.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.35% | 98.69%-81.3pp | 420.54%-403.2pp | 552.29%-534.9pp |
| Employer contribution / active EE | $11,250 | $5,285+112.9% | $4,932+128.1% | $4,663+141.3% |
| Participant deferral / active EE | $6,250 | $8,419-25.8% | $8,065-22.5% | $6,689-6.6% |
| Admin fee / account holder | $1,564 | $15,035-89.6% | $12,993-88.0% | $13,390-88.3% |