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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 | $160,040+96.7% | $147,096+114.0% | $145,877+115.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.17% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $5,529 | $5,289+4.5% | $4,936+12.0% | $4,663+18.6% |
| Participant deferral / active EE | $8,433 | $8,429+0.1% | $8,071+4.5% | $6,691+26.0% |
| Admin fee / account holder | $2,192 | $15,050-85.4% | $13,005-83.1% | $13,402-83.6% |