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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 | $166,268+64.6% | $165,100+65.7% | $145,897+87.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 30.93% | 100.52%-69.6pp | 70.21%-39.3pp | 552.29%-521.4pp |
| Employer contribution / active EE | $18,315 | $5,284+246.6% | $4,348+321.2% | $4,663+292.8% |
| Participant deferral / active EE | $12,995 | $6,964+86.6% | $6,035+115.3% | $6,689+94.3% |
| Admin fee / account holder | $2,622 | $16,659-84.3% | $12,696-79.3% | $13,390-80.4% |