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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 | $397,992 | $176,105+126.0% | $159,474+149.6% | $167,536+137.6% |
| Participation rate | 81.0% | 85.0%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 12.16% | 331.91%-319.7pp | 263.68%-251.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $7,486 | $5,299+41.3% | $4,831+55.0% | $4,839+54.7% |
| Participant deferral / active EE | $10,205 | $7,751+31.7% | $7,353+38.8% | $6,342+60.9% |
| Admin fee / account holder | $8,870 | $12,559-29.4% | $10,802-17.9% | $12,315-28.0% |