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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 | $384,902 | $124,175+210.0% | $108,405+255.1% | $167,536+129.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.15% | 1380.13%-1364.0pp | 905.55%-889.4pp | 478.82%-462.7pp |
| Employer contribution / active EE | $8,642 | $4,188+106.4% | $3,559+142.8% | $4,839+78.6% |
| Participant deferral / active EE | $6,500 | $6,908-5.9% | $6,563-1.0% | $6,342+2.5% |
| Admin fee / account holder | $5,655 | $9,457-40.2% | $7,297-22.5% | $12,315-54.1% |