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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 | $357,277 | $111,535+220.3% | $105,223+239.5% | $137,256+160.3% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 14.30% | 237.85%-223.6pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $18,421 | $3,939+367.6% | $3,689+399.4% | $4,156+343.2% |
| Participant deferral / active EE | $4,626 | $5,500-15.9% | $5,072-8.8% | $6,407-27.8% |
| Admin fee / account holder | $7,212 | $9,721-25.8% | $8,859-18.6% | $12,270-41.2% |