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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 | $422,248 | $160,028+163.9% | $147,080+187.1% | $145,884+189.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.70% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,684 | $5,286-49.2% | $4,933-45.6% | $4,662-42.4% |
| Participant deferral / active EE | $18,411 | $8,422+118.6% | $8,066+128.2% | $6,690+175.2% |
| Admin fee / account holder | $2,715 | $15,030-81.9% | $12,989-79.1% | $13,392-79.7% |