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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 | $674,333 | $175,259+284.8% | $149,723+350.4% | $139,487+383.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 12.27% | 166.82%-154.6pp | 134.50%-122.2pp | 373.84%-361.6pp |
| Employer contribution / active EE | $3,720 | $5,478-32.1% | $4,821-22.8% | $4,755-21.8% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,647 | $16,158-40.3% | $13,215-27.0% | $11,407-15.4% |