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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 | $344,143 | $183,539+87.5% | $155,556+121.2% | $145,897+135.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.72% | 61.31%-40.6pp | 64.84%-44.1pp | 552.29%-531.6pp |
| Employer contribution / active EE | $2,332 | $5,315-56.1% | $4,675-50.1% | $4,663-50.0% |
| Participant deferral / active EE | $7,997 | $6,467+23.7% | $5,631+42.0% | $6,689+19.5% |
| Admin fee / account holder | $1,313 | $19,275-93.2% | $15,885-91.7% | $13,390-90.2% |