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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 | $301,180 | $162,529+85.3% | $130,788+130.3% | $154,746+94.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 14.04% | 510.48%-496.4pp | 386.44%-372.4pp | 172.34%-158.3pp |
| Employer contribution / active EE | $14,202 | $4,447+219.3% | $3,558+299.2% | $4,379+224.3% |
| Participant deferral / active EE | $6,813 | $4,808+41.7% | $4,137+64.7% | $6,730+1.2% |
| Admin fee / account holder | $1,805 | $7,669-76.5% | $6,673-73.0% | $14,365-87.4% |