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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 | $357,679 | $105,158+240.1% | $94,672+277.8% | $139,487+156.4% |
| Participation rate | 93.3% | 82.4%+11.0pp | 80.8%+12.5pp | 80.3%+13.0pp |
| Annual return | 20.91% | 38.11%-17.2pp | 156.89%-136.0pp | 373.84%-352.9pp |
| Employer contribution / active EE | $4,584 | $4,107+11.6% | $3,673+24.8% | $4,755-3.6% |
| Participant deferral / active EE | $4,258 | $7,599-44.0% | $7,417-42.6% | $6,713-36.6% |
| Admin fee / account holder | $8,917 | $8,972-0.6% | $7,222+23.5% | $11,407-21.8% |