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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 | $380,741 | $144,130+164.2% | $117,861+223.0% | $147,586+158.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 15.71% | 531.20%-515.5pp | 335.11%-319.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,851 | $4,897-62.2% | $3,786-51.1% | $4,876-62.0% |
| Participant deferral / active EE | $9,300 | $5,316+74.9% | $4,482+107.5% | $5,439+71.0% |
| Admin fee / account holder | $1,889 | $10,887-82.7% | $8,021-76.5% | $10,886-82.7% |