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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 | $336,967 | $114,119+195.3% | $107,187+214.4% | $138,895+142.6% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 13.69% | 273.21%-259.5pp | 204.55%-190.9pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,868 | $4,059-29.3% | $3,782-24.2% | $4,194-31.6% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,367 | $10,024+23.4% | $9,162+35.0% | $12,562-1.6% |