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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 | $426,713 | $223,823+90.6% | $211,142+102.1% | $154,746+175.8% |
| Participation rate | 90.5% | 87.9%+2.6pp | 87.3%+3.2pp | 80.7%+9.8pp |
| Annual return | 15.77% | 50.39%-34.6pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $10,402 | $6,787+53.3% | $6,442+61.5% | $4,379+137.5% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,708 | $19,707-55.8% | $19,076-54.4% | $14,365-39.4% |