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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 | $320,833 | $166,268+93.0% | $165,100+94.3% | $145,897+119.9% |
| Participation rate | 81.0% | 82.0%-1.1pp | 78.6%+2.3pp | 80.3%+0.6pp |
| Annual return | 19.45% | 100.52%-81.1pp | 70.21%-50.8pp | 552.29%-532.8pp |
| Employer contribution / active EE | $5,103 | $5,284-3.4% | $4,348+17.4% | $4,663+9.4% |
| Participant deferral / active EE | $4,789 | $6,964-31.2% | $6,035-20.6% | $6,689-28.4% |
| Admin fee / account holder | $852 | $16,659-94.9% | $12,696-93.3% | $13,390-93.6% |