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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 | $333,845 | $175,259+90.5% | $149,723+123.0% | $139,487+139.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 17.17% | 166.82%-149.7pp | 134.50%-117.3pp | 373.84%-356.7pp |
| Employer contribution / active EE | $8,528 | $5,478+55.7% | $4,821+76.9% | $4,755+79.4% |
| Participant deferral / active EE | $10,309 | $6,522+58.1% | $5,682+81.4% | $6,713+53.6% |
| Admin fee / account holder | $3,265 | $16,158-79.8% | $13,215-75.3% | $11,407-71.4% |