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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 | $299,904 | $159,978+87.5% | $147,041+104.0% | $145,978+105.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.84% | 98.36%-82.5pp | 419.21%-403.4pp | 550.52%-534.7pp |
| Employer contribution / active EE | $2,274 | $5,288-57.0% | $4,935-53.9% | $4,662-51.2% |
| Participant deferral / active EE | $13,131 | $8,429+55.8% | $8,071+62.7% | $6,690+96.3% |
| Admin fee / account holder | $1,987 | $15,053-86.8% | $13,006-84.7% | $13,400-85.2% |