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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 | $88,778+223.6% | $81,844+251.1% | $145,884+97.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 16.23% | 1033.03%-1016.8pp | 778.87%-762.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $8,648 | $3,087+180.2% | $2,916+196.5% | $4,662+85.5% |
| Participant deferral / active EE | $7,225 | $4,648+55.4% | $4,323+67.1% | $6,690+8.0% |
| Admin fee / account holder | $393 | $8,430-95.3% | $7,355-94.7% | $13,392-97.1% |