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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 | $385,295 | $168,635+128.5% | $147,617+161.0% | $125,389+207.3% |
| Participation rate | 95.0% | 88.8%+6.2pp | 84.6%+10.4pp | 83.2%+11.8pp |
| Annual return | 0.66% | 77.65%-77.0pp | 61.98%-61.3pp | 282.24%-281.6pp |
| Employer contribution / active EE | $23,101 | $6,252+269.5% | $5,564+315.2% | $4,866+374.7% |
| Participant deferral / active EE | $13,921 | $5,507+152.8% | $4,895+184.4% | $5,352+160.1% |
| Admin fee / account holder | $677 | $13,580-95.0% | $11,612-94.2% | $9,541-92.9% |