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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 | $735,306 | $160,028+359.5% | $147,080+399.9% | $145,884+404.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.08% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,040 | $5,286-61.4% | $4,933-58.7% | $4,662-56.3% |
| Participant deferral / active EE | $2,699 | $8,422-68.0% | $8,066-66.5% | $6,690-59.7% |
| Admin fee / account holder | $6,037 | $15,030-59.8% | $12,989-53.5% | $13,392-54.9% |