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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 | $510,128 | $160,028+218.8% | $147,080+246.8% | $145,884+249.7% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 23.28% | 98.60%-75.3pp | 420.17%-396.9pp | 551.85%-528.6pp |
| Employer contribution / active EE | $3,148 | $5,286-40.4% | $4,933-36.2% | $4,662-32.5% |
| Participant deferral / active EE | $14,088 | $8,422+67.3% | $8,066+74.7% | $6,690+110.6% |
| Admin fee / account holder | $7,457 | $15,030-50.4% | $12,989-42.6% | $13,392-44.3% |