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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 | $183,592+118.8% | $155,567+158.2% | $145,959+175.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.77% | 61.24%-52.5pp | 64.74%-56.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,813 | $5,315-47.1% | $4,674-39.8% | $4,661-39.6% |
| Participant deferral / active EE | $11,170 | $6,464+72.8% | $5,628+98.5% | $6,689+67.0% |
| Admin fee / account holder | $3,047 | $19,318-84.2% | $15,916-80.9% | $13,398-77.3% |