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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 | $254,151 | $217,427+16.9% | $185,837+36.8% | $167,518+51.7% |
| Participation rate | 76.9% | 86.0%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 9.14% | 148.39%-139.3pp | 122.08%-112.9pp | 478.71%-469.6pp |
| Employer contribution / active EE | $3,059 | $5,874-47.9% | $5,168-40.8% | $4,838-36.8% |
| Participant deferral / active EE | $5,739 | $6,357-9.7% | $5,568+3.1% | $6,342-9.5% |
| Admin fee / account holder | $3,849 | $19,816-80.6% | $16,241-76.3% | $12,312-68.7% |