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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 | $431,895 | $171,492+151.8% | $150,734+186.5% | $198,609+117.5% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 7.92% | 804.70%-796.8pp | 600.81%-592.9pp | 202.70%-194.8pp |
| Employer contribution / active EE | $11,750 | $5,470+114.8% | $4,918+138.9% | $5,055+132.4% |
| Participant deferral / active EE | $21,375 | $6,259+241.5% | $5,610+281.0% | $6,977+206.4% |
| Admin fee / account holder | $2,671 | $17,628-84.8% | $14,905-82.1% | $19,030-86.0% |