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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 | $348,545 | $183,539+89.9% | $155,556+124.1% | $145,897+138.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.20% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $8,138 | $5,315+53.1% | $4,675+74.1% | $4,663+74.5% |
| Participant deferral / active EE | $4,681 | $6,467-27.6% | $5,631-16.9% | $6,689-30.0% |
| Admin fee / account holder | $2,101 | $19,275-89.1% | $15,885-86.8% | $13,390-84.3% |