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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 | $341,376 | $183,539+86.0% | $155,556+119.5% | $145,897+134.0% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 12.51% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,751 | $5,315-29.4% | $4,675-19.8% | $4,663-19.6% |
| Participant deferral / active EE | $11,982 | $6,467+85.3% | $5,631+112.8% | $6,689+79.1% |
| Admin fee / account holder | $1,914 | $19,275-90.1% | $15,885-88.0% | $13,390-85.7% |