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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 | $295,793 | $166,242+77.9% | $165,071+79.2% | $145,884+102.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.88% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $7,405 | $5,283+40.2% | $4,347+70.3% | $4,662+58.8% |
| Participant deferral / active EE | $11,375 | $6,964+63.3% | $6,035+88.5% | $6,690+70.0% |
| Admin fee / account holder | $801 | $16,658-95.2% | $12,695-93.7% | $13,392-94.0% |