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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 | $427,103 | $166,089+157.2% | $164,928+159.0% | $145,978+192.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.98% | 100.26%-88.3pp | 70.08%-58.1pp | 550.52%-538.5pp |
| Employer contribution / active EE | $28,505 | $5,276+440.3% | $4,343+556.3% | $4,662+511.5% |
| Participant deferral / active EE | $15,273 | $6,961+119.4% | $6,034+153.1% | $6,690+128.3% |
| Admin fee / account holder | $3,866 | $16,641-76.8% | $12,684-69.5% | $13,400-71.2% |