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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 | $349,297 | $166,268+110.1% | $165,100+111.6% | $145,897+139.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.47% | 100.52%-88.0pp | 70.21%-57.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,467 | $5,284-34.4% | $4,348-20.3% | $4,663-25.7% |
| Participant deferral / active EE | $11,029 | $6,964+58.4% | $6,035+82.7% | $6,689+64.9% |
| Admin fee / account holder | $14,818 | $16,659-11.1% | $12,696+16.7% | $13,390+10.7% |