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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 | $328,635 | $105,158+212.5% | $94,672+247.1% | $139,487+135.6% |
| Participation rate | 85.7% | 82.4%+3.3pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 13.58% | 38.11%-24.5pp | 156.89%-143.3pp | 373.84%-360.3pp |
| Employer contribution / active EE | $10,000 | $4,107+143.5% | $3,673+172.3% | $4,755+110.3% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,414 | $8,972-39.6% | $7,222-25.0% | $11,407-52.5% |