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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 | $401,724 | $183,516+118.9% | $155,534+158.3% | $145,884+175.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.77% | 61.43%-52.7pp | 64.92%-56.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,813 | $5,315-47.1% | $4,675-39.8% | $4,662-39.7% |
| Participant deferral / active EE | $11,170 | $6,467+72.7% | $5,630+98.4% | $6,690+67.0% |
| Admin fee / account holder | $3,047 | $19,293-84.2% | $15,900-80.8% | $13,392-77.2% |