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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 | $339,968 | $175,257+94.0% | $149,717+127.1% | $139,456+143.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 24.78% | 166.70%-141.9pp | 134.41%-109.6pp | 373.45%-348.7pp |
| Employer contribution / active EE | $2,998 | $5,477-45.3% | $4,820-37.8% | $4,753-36.9% |
| Participant deferral / active EE | $9,598 | $6,521+47.2% | $5,682+68.9% | $6,711+43.0% |
| Admin fee / account holder | $6,237 | $16,156-61.4% | $13,213-52.8% | $11,407-45.3% |