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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 | $183,516+87.5% | $155,534+121.3% | $145,884+135.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.72% | 61.43%-40.7pp | 64.92%-44.2pp | 551.85%-531.1pp |
| Employer contribution / active EE | $2,332 | $5,315-56.1% | $4,675-50.1% | $4,662-50.0% |
| Participant deferral / active EE | $7,997 | $6,467+23.7% | $5,630+42.0% | $6,690+19.5% |
| Admin fee / account holder | $1,313 | $19,293-93.2% | $15,900-91.7% | $13,392-90.2% |