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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 | $287,328 | $88,754+223.7% | $81,820+251.2% | $145,877+97.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 16.23% | 1031.77%-1015.5pp | 777.93%-761.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $8,648 | $3,085+180.3% | $2,915+196.7% | $4,663+85.5% |
| Participant deferral / active EE | $7,225 | $4,648+55.5% | $4,323+67.1% | $6,691+8.0% |
| Admin fee / account holder | $393 | $8,424-95.3% | $7,391-94.7% | $13,402-97.1% |