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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 | $359,618 | $165,361+117.5% | $149,715+140.2% | $158,950+126.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.62% | 348.24%-334.6pp | 276.66%-263.0pp | 302.91%-289.3pp |
| Employer contribution / active EE | $6,618 | $5,103+29.7% | $4,645+42.5% | $4,762+39.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $773 | $10,808-92.8% | $9,310-91.7% | $11,248-93.1% |