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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 | $88,815+223.5% | $81,882+250.9% | $145,897+96.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 16.23% | 1033.75%-1017.5pp | 779.47%-763.2pp | 552.29%-536.1pp |
| Employer contribution / active EE | $8,648 | $3,086+180.2% | $2,916+196.6% | $4,663+85.5% |
| Participant deferral / active EE | $7,225 | $4,647+55.5% | $4,323+67.1% | $6,689+8.0% |
| Admin fee / account holder | $393 | $8,434-95.3% | $7,360-94.7% | $13,390-97.1% |