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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 | $160,028+111.8% | $147,080+130.5% | $145,884+132.3% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 12.12% | 98.60%-86.5pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $8,050 | $5,286+52.3% | $4,933+63.2% | $4,662+72.7% |
| Participant deferral / active EE | $15,797 | $8,422+87.6% | $8,066+95.8% | $6,690+136.1% |
| Admin fee / account holder | $11,379 | $15,030-24.3% | $12,989-12.4% | $13,392-15.0% |