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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 | $279,869 | $157,304+77.9% | $141,197+98.2% | $152,909+83.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 24.05% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $2,425 | $5,263-53.9% | $4,736-48.8% | $4,764-49.1% |
| Participant deferral / active EE | $9,711 | $7,111+36.6% | $6,710+44.7% | $5,851+66.0% |
| Admin fee / account holder | $6,303 | $12,126-48.0% | $10,265-38.6% | $11,601-45.7% |