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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 | $166,131+64.7% | $164,975+65.9% | $145,877+87.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 30.93% | 100.37%-69.4pp | 70.12%-39.2pp | 551.28%-520.4pp |
| Employer contribution / active EE | $18,315 | $5,276+247.2% | $4,343+321.8% | $4,663+292.8% |
| Participant deferral / active EE | $12,995 | $6,962+86.7% | $6,033+115.4% | $6,691+94.2% |
| Admin fee / account holder | $2,622 | $16,648-84.2% | $12,688-79.3% | $13,402-80.4% |