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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 | $350,712 | $157,276+123.0% | $141,177+148.4% | $152,885+129.4% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 23.08% | 64.33%-41.3pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $3,333 | $5,262-36.6% | $4,736-29.6% | $4,763-30.0% |
| Participant deferral / active EE | $8,060 | $7,110+13.4% | $6,710+20.1% | $5,851+37.8% |
| Admin fee / account holder | $2,837 | $12,123-76.6% | $10,263-72.4% | $11,598-75.5% |