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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 | $542,845 | $198,457+173.5% | $170,435+218.5% | $147,586+267.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 10.07% | 257.30%-247.2pp | 205.94%-195.9pp | 578.59%-568.5pp |
| Employer contribution / active EE | $3,476 | $6,183-43.8% | $5,432-36.0% | $4,876-28.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,958 | $16,852-52.8% | $13,881-42.7% | $10,886-26.9% |