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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 | $314,817 | $159,934+96.8% | $147,005+114.2% | $145,959+115.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.17% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $5,529 | $5,287+4.6% | $4,934+12.1% | $4,661+18.6% |
| Participant deferral / active EE | $8,433 | $8,427+0.1% | $8,070+4.5% | $6,689+26.1% |
| Admin fee / account holder | $2,192 | $15,053-85.4% | $13,006-83.1% | $13,398-83.6% |