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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 | $272,644 | $176,105+54.8% | $159,474+71.0% | $167,536+62.7% |
| Participation rate | 86.7% | 85.0%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 12.59% | 331.91%-319.3pp | 263.68%-251.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $2,406 | $5,299-54.6% | $4,831-50.2% | $4,839-50.3% |
| Participant deferral / active EE | $8,082 | $7,751+4.3% | $7,353+9.9% | $6,342+27.4% |
| Admin fee / account holder | $56,488 | $12,559+349.8% | $10,802+422.9% | $12,315+358.7% |