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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 | $313,655 | $166,268+88.6% | $165,100+90.0% | $145,897+115.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.03% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $7,207 | $5,284+36.4% | $4,348+65.8% | $4,663+54.6% |
| Participant deferral / active EE | $14,947 | $6,964+114.6% | $6,035+147.7% | $6,689+123.5% |
| Admin fee / account holder | $49,122 | $16,659+194.9% | $12,696+286.9% | $13,390+266.8% |