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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 | $328,218 | $107,941+204.1% | $91,994+256.8% | $152,909+114.6% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 19.04% | 89.28%-70.2pp | 69.04%-50.0pp | 345.46%-326.4pp |
| Employer contribution / active EE | $9,265 | $4,212+120.0% | $3,453+168.3% | $4,764+94.5% |
| Participant deferral / active EE | $7,788 | $6,366+22.3% | $5,924+31.5% | $5,851+33.1% |
| Admin fee / account holder | $2,659 | $10,521-74.7% | $7,744-65.7% | $11,601-77.1% |