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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 | $266,843 | $175,259+52.3% | $149,723+78.2% | $139,487+91.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.95% | 166.82%-154.9pp | 134.50%-122.5pp | 373.84%-361.9pp |
| Employer contribution / active EE | $3,521 | $5,478-35.7% | $4,821-27.0% | $4,755-25.9% |
| Participant deferral / active EE | $9,805 | $6,522+50.3% | $5,682+72.6% | $6,713+46.1% |
| Admin fee / account holder | $6,734 | $16,158-58.3% | $13,215-49.0% | $11,407-41.0% |