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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 | $334,719 | $160,040+109.1% | $147,096+127.6% | $145,877+129.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 14.17% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,159 | $5,289-59.2% | $4,936-56.3% | $4,663-53.7% |
| Participant deferral / active EE | $9,945 | $8,429+18.0% | $8,071+23.2% | $6,691+48.6% |
| Admin fee / account holder | $70,751 | $15,050+370.1% | $13,005+444.0% | $13,402+427.9% |