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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 | $375,252 | $183,592+104.4% | $155,567+141.2% | $145,959+157.1% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 11.11% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,103 | $5,315-41.6% | $4,674-33.6% | $4,661-33.4% |
| Participant deferral / active EE | $5,779 | $6,464-10.6% | $5,628+2.7% | $6,689-13.6% |
| Admin fee / account holder | $33,536 | $19,318+73.6% | $15,916+110.7% | $13,398+150.3% |