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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 | $348,273 | $174,379+99.7% | $152,093+129.0% | $138,895+150.7% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 14.83% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $8,723 | $4,652+87.5% | $4,175+108.9% | $4,194+108.0% |
| Participant deferral / active EE | $8,800 | $6,159+42.9% | $5,451+61.4% | $6,396+37.6% |
| Admin fee / account holder | $309,901 | $16,880+1735.9% | $14,497+2037.8% | $12,562+2366.9% |