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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 | $338,947 | $160,040+111.8% | $147,096+130.4% | $145,877+132.4% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 12.12% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $8,050 | $5,289+52.2% | $4,936+63.1% | $4,663+72.6% |
| Participant deferral / active EE | $15,797 | $8,429+87.4% | $8,071+95.7% | $6,691+136.1% |
| Admin fee / account holder | $11,379 | $15,050-24.4% | $13,005-12.5% | $13,402-15.1% |