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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 | $166,131+157.1% | $164,975+158.9% | $145,877+192.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.98% | 100.37%-88.4pp | 70.12%-58.1pp | 551.28%-539.3pp |
| Employer contribution / active EE | $28,505 | $5,276+440.3% | $4,343+556.4% | $4,663+511.3% |
| Participant deferral / active EE | $15,273 | $6,962+119.4% | $6,033+153.1% | $6,691+128.3% |
| Admin fee / account holder | $3,866 | $16,648-76.8% | $12,688-69.5% | $13,402-71.2% |