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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 | $288,460 | $176,105+63.8% | $159,474+80.9% | $167,536+72.2% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.62% | 331.91%-315.3pp | 263.68%-247.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,403 | $5,299-73.5% | $4,831-71.0% | $4,839-71.0% |
| Participant deferral / active EE | $11,136 | $7,751+43.7% | $7,353+51.4% | $6,342+75.6% |
| Admin fee / account holder | $1,701 | $12,559-86.5% | $10,802-84.3% | $12,315-86.2% |