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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 | $296,567 | $160,070+85.3% | $147,117+101.6% | $145,897+103.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 13.74% | 98.69%-85.0pp | 420.54%-406.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,553 | $5,285-51.7% | $4,932-48.3% | $4,663-45.3% |
| Participant deferral / active EE | $9,173 | $8,419+8.9% | $8,065+13.7% | $6,689+37.1% |
| Admin fee / account holder | $13,577 | $15,035-9.7% | $12,993+4.5% | $13,390+1.4% |