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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 | $375,787 | $90,691+314.4% | $76,119+393.7% | $145,884+157.6% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.6pp |
| Annual return | 12.35% | 624.52%-612.2pp | 361.25%-348.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $3,067 | $3,329-7.9% | $2,693+13.9% | $4,662-34.2% |
| Participant deferral / active EE | $6,609 | $5,167+27.9% | $4,259+55.2% | $6,690-1.2% |
| Admin fee / account holder | $5,257 | $8,383-37.3% | $6,421-18.1% | $13,392-60.7% |