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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 | $273,637 | $166,020+64.8% | $164,866+66.0% | $145,959+87.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 30.93% | 100.08%-69.1pp | 69.97%-39.0pp | 561.95%-531.0pp |
| Employer contribution / active EE | $18,315 | $5,275+247.2% | $4,343+321.7% | $4,661+293.0% |
| Participant deferral / active EE | $12,995 | $6,961+86.7% | $6,033+115.4% | $6,689+94.3% |
| Admin fee / account holder | $2,622 | $16,644-84.2% | $12,689-79.3% | $13,398-80.4% |